The Actions Dropdown displays the available actions that users can do with a touchpoint. Users can access the Actions Dropdown from both Cadence Utilities and Cadence Actions.
Accessing the Actions Dropdown from Cadence Utilities
To access the Actions Dropdown from Cadence Utilities, click on the arrow icon on the right side of a touchpoint.
From the Actions Dropdown in Cadence Utilities, users can:
View Instructions, View or Log Notes, View Record, View Touchpoint, Perform Touchpoint, Complete Touchpoint, Skip Touchpoint, Reschedule Touchpoint, Remove from Cadence, Switch Cadence.
Accessing the Actions Dropdown from Cadence Actions
To access the Actions Dropdown from Cadence Actions, click on the arrow icon on the right side of a touchpoint.
From the Actions Dropdown in Cadence Actions, users can:
View Instructions, View or Log Notes, Perform Touchpoint, Complete Touchpoint, Skip Touchpoint, Reschedule Touchpoint, Remove from Cadence, Switch Cadence.
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