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.

From the |Navigation Bar| select the |Calendar| drop down, then select the |Month Agenda| option.
From the calendar |Month Agenda| view, select the day for the new appointment, then select the |New Appt| button.
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|.
Enter the appointment details.
Select the |Save| button to save the appointment.
If you linked your appointment to a prospect, the appointment will display within the |View Appointment| screen within the |Appt| section.
To view the appointment within the OA Mobile calendar, select the |View My Calendar| button.
Your appointment will display within the calendar at the appropriate day, select the day to view the appointment item.