Table of Contents
Welcome to OA Mobile SupportContactsProspects⦁Call ListView User Call ListsFilter By PagesSearch FilterToggle PriorityAdd CategoryProspect DetailsCalling a ProspectCall List EmailSending a TextRemove From Call ListLeadsCalendarNotesMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional Information
Add Category
Categories help keep your prospects orgranized. You can add a category of prospects to
your |Call List| as follows.
- From the |Navigation Bar| select |Prospects|.
- Select the |Call List| button.
- Select the |Add Category| button.
- Select the cateogry you'd like to add.
- Select the |Add to Call List| button.
- A summary of the action is provided, select the |Done| button to return to your |Call List|.
- Your |Call List| will be filtered by the category you selected (step-4).
Note, if you are using spreadsheet pages, you cannot add a category to "All Pages" and must first choose the
specific page where you would like to add
your category.
After adding a category, your |Call List| will be filter by the category you added. This means that only
the
prospects in the category that was
added will be shown. To view all the prospects in your |Call List|, select the |Filter| drop down list then
select |Clear Filter|. Note too that
you also need to select |Page|All Pages| to ensure you are viewing 'all' |Call List| pages.
Categories help keep your prospects orgranized. You can add a category of prospects to
your |Call List| as follows.
- From the |Navigation Bar| select |Prospects|.
- Select the |Call List| button.
- Select the |Add Category| button.
- Select the cateogry you'd like to add.
- Select the |Add to Call List| button.
- A summary of the action is provided, select the |Done| button to return to your |Call List|.
- Your |Call List| will be filtered by the category you selected (step-4).
Note, if you are using spreadsheet pages, you cannot add a category to "All Pages" and must first choose the
specific page where you would like to add
your category.
After adding a category, your |Call List| will be filter by the category you added. This means that only
the
prospects in the category that was
added will be shown. To view all the prospects in your |Call List|, select the |Filter| drop down list then
select |Clear Filter|. Note too that
you also need to select |Page|All Pages| to ensure you are viewing 'all' |Call List| pages.
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