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
tasks that are not linked to a contact or action.
General To Dos continue to roll over to the next day until marked
|Done|.
Pending General To Dos are displayed under the
|General To Dos| 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 the |General To Dos| section, select |Add|.
- Enter the appropriate information for the |General To Do|.
- Select the |Save| button.
- Select |View My Calendar|.
- The |General To Do| will appear under the |General To Dos| section and will continue rolling over daily until marked |Done|.
|General To Dos|
marked
|Done|
appear under the
|Done| section of
|General To Dos|
and no longer roll over to the next day.
|General To Dos| are used to create
tasks that are not linked to a contact or action.
General To Dos continue to roll over to the next day until marked
|Done|.
Pending General To Dos are displayed under the
|General To Dos| section.
To add a new
|General To Do|
in the OA Mobile Calendar, follow the directions below.
- From the |Navigation Bar|, select the |Calendar| drop-down arrow, then select |Day|.
- From the |General To Dos| section, 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 appear under the |General To Dos| section and will continue rolling over daily until marked |Done|.
|General To Dos|
marked
|Done|
appear under the
|Done| section of
|General To Dos|
and no longer roll over to the next day.
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