Table of Contents
Welcome to OA Mobile SupportContactsProspectsLeadsCalendarNew AppointmentReschedule AppointmentMark Appointment DoneCancel AppointmentSet Appointment PendingEdit AppointmentDelete AppointmentOpen Attached ContactNew Contact To DoOpen Prospect DetailsSet Contact To Do As 'Done'Set Contact To Do as 'Pending'Edit a Contact To DoReschedule Contact To DoDelete a Contact To DoCancel a Contact To DoNew General To DoSet General To Do 'Done'Set General To Do 'Not Done'Delete a General To DoNotesMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional Information
New General To Do
|General To Dos| are used to create a 'To Do' not linked to a Contact nor Action.
General To Dos will continue to roll over to the next day until set to |Done|.
General To Dos not yet completed will be displayed under the 'General To Do' section. To add a new 'General
To Do' in the OA Mobile calendar, follow the directions below.
- From the |Navigation Bar| select |Calendar|.
- From |View| select |Day View|.
- From |General To Dos| select |Add|.
- Enter the appropriate information for the 'General To Do'.
- Select the |Save| button.
- Select |View My Calendar|.
- The |General To Do| will be displayed under the |General To Dos| section and will continue to roll over to the next day until marked |Done|.

General To Dos set to status |Done| will be displayed under the |Done| section of General To Dos and will
'not' roll over to the next day.
|General To Dos| are used to create a 'To Do' not linked to a Contact nor Action.
General To Dos will continue to roll over to the next day until set to |Done|.
General To Dos not yet completed will be displayed under the 'General To Do' section. To add a new 'General
To Do' in the OA Mobile calendar, follow the directions below.
- From the |Calendar| drop down menu select |Day|.
- From |General To Dos| select |Add To Do|.
- Enter the appropriate information for the 'General To Do'.
- Select the |Save| button.
- Select |View My Calendar|.
- The |General To Do| will be displayed under the |General To Dos| section and will continue to roll over to the next day until marked |Done|.

General To Dos set to status |Done| will be displayed under the |Done| section of General To Dos and will
'not' roll over to the next day.
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