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Mobile App: Actions

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Maria Herrell
Updated 1 week ago
The "Actions" feature in Pipeline CRM is designed to help you quickly manage your tasks and communications directly from any saved list within the mobile app. With just a simple swipe, you can send emails, schedule meetings, or update your deals, helping you stay productive whether you're in the office or in the field.


How to Use Actions

Accessing the "Actions" menu is quick and intuitive:
  1. Navigate to a List: Go to your People, Companies, or Deals lists.
  2. Slide a Record: On any individual record, slide your finger to the right.
  3. Tap 'Actions': A button labeled 'Actions' will appear. Tap it to open the menu.


What Can You Do with Actions?

Once the 'Actions' menu is open, you can choose from several quick options:
  • Send an Email: Quickly compose and send an email to the contact associated with the record.
  • Schedule a Meeting: Instantly schedule a new meeting or event related to the record, which will sync directly with your calendar.
  • Update a Deal: Make a quick update to the status or stage of a deal.
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