Move Prospect

You can reassign a prospect to another OA Mobile user and move it into a page on their spreadsheet. To do this, follow the directions below.

From the |Navigation Bar| select |Prospects|.
Select the |Spreadsheet| button.
On your phone, scroll the spreadsheet to the far right.
Select the |Move to Another Page or User| button.
To reassign the prospect to another user, select the |Assign To| edit button.
Select the user you would like to reassign the propsect to.
To move the prospect to a new spreadsheet page, select the page you would like to move the prospect to.
Select |Move| button to complete the operation.
You will be returned to your spreadsheet.

You can reassign a prospect to another OA Mobile user and move it into a page on their spreadsheet. To do this, follow the directions below.

From the |Navigation Bar| select |Prospects|.
Select the |Spreadsheet| button.
Select the |Move to Another Page or User| button.
To reassign the prospect to another user, select the |Assign To| edit button.
Select the user you would like to reassign the propsect to.
To move the prospect to a new spreadsheet page, select the page you would like to move the prospect to.
Select |Move| button to complete the operation.
You will be returned to your spreadsheet.