Move Prospect

You can reassign a prospect to another OA Mobile user and move it to a different page on their spreadsheet. Follow the steps below to complete this process.

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 to whom you want to reassign the prospect.
To move the prospect to a different spreadsheet page, select the target page.
Select the |Move| button to complete the process.
You will be returned to your spreadsheet.

Reassign and/or Move a Prospect - OA Mobile

You can reassign a prospect to another OA Mobile user and move it to a different page on their spreadsheet. Follow the steps below to complete this process.

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 to whom you want to reassign the prospect.
To move the prospect to a different spreadsheet page, select the target page.
Select the |Move| button to complete the process.
You will be returned to your spreadsheet.