Make a New Appointment (Calendar Month Agenda View)

To make a new appointment in |Month Agenda| view within the OA Mobile calendar, follow the directions below.

  1. From the |Navigation Bar| select the |Calendar| drop down, then select the |Month Agenda| option.
  2. From the calendar |Month Agenda| view, select the day for the new appointment, then select the |New Appt| button.
  3. Select the type of appointment you would like to make, you may create an appointment that is not linked to a prospect |Do not link to a prospect|, search for and link the appointment to any existing prospect |Search Prospects|, or add a new prospect and link it to the appointment |Add New Prospect|.
  4. Enter the appointment details.
  5. Select the |Save| button to save the appointment.
  6. If you linked your appointment to a prospect, the appointment will display within the |View Appointment| screen within the |Appt| section.
  7. To view the appointment within the OA Mobile calendar, select the |View My Calendar| button.
  8. Your appointment will display within the calendar at the appropriate day, select the day to view the appointment item.

Make a New Appointment in Calendar Month Agenda View

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