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How to Perform an Action on an Account (Mobile)

Actions are how you move accounts through workflow stages. Each action records your activity, updates the account's stage, and tracks your progress.

Written by Hunter Allred
Updated over a month ago

Accessing Actions

  1. Open the Canvass tool from the home screen

  2. Tap a location pin on the map

  3. The location details sheet opens at the bottom of the screen

  4. You'll see the account's current stage and a row of available action tiles

Understanding the Action View

The action section has two views:

  • Collapsed view — Shows the current stage badge and a horizontally scrollable row of action tiles. Tap Show Details to expand.

  • Expanded view — Shows each action as a full button with its icon, name, and description, along with the current stage card and last activity timestamp.

Only actions that are available from the account's current stage are shown. If an action is grayed out or missing, it means the account isn't in the right stage for that action, or you don't have permission.

Performing an Action

  1. Tap the action tile you want to perform

  2. If the action requires your device location, you'll be prompted to allow location access

  3. If checkpoints are configured on the action, you'll see a confirmation prompt for each one (e.g., "Is this a Qualified Lead?"). Tap Yes to confirm or No to skip that checkpoint.

  4. The system checks if the account has all required fields for the target stage

If Required Fields Are Missing

You'll be taken to the Account Info screen where you need to fill in the missing information:

  • Resident details — Name, contact info, address (if required by the workflow)

  • Custom fields — Any fields the target stage requires

The Save button stays disabled until all required fields are filled in. Once complete, tap Save to perform the action.

If All Fields Are Present

The action executes immediately. The account moves to the new stage and the action is recorded.

What Happens After an Action

  • The account's current stage updates to the action's target stage

  • The last activity section shows the action name, your name, and the timestamp

  • The available actions refresh to show what's available from the new stage

  • If the action has Schedule Appointment enabled, you'll be prompted to create a calendar event

  • An Undo button appears if you need to revert

Undoing an Action

If you made a mistake, you can undo the last action you performed:

  1. Look for the Undo button next to the last activity entry

  2. Tap it and confirm in the dialog

  3. The account reverts to its previous stage and the action is removed from the workflow history

You can only undo actions that you performed, and only the most recent action on the account.

Creating a New Account with an Action

If you tap a location that doesn't have an account yet, performing an action will create the account at that location and immediately place it in the action's target stage. You'll be prompted to fill in any required resident details and custom fields before saving.

Tags

In addition to actions, you may see tags available on an account. Tags are different from actions — they record activity on the account without moving it to a different stage. Tags work the same way (tap to apply, undo if needed) but the account stays in its current stage.

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