Table of Contents

Welcome to OA Mobile Support Contacts Prospects Leads Calendar Calendar Day View New Contact To Do Open Prospect Details Set Contact To Do As 'Done'Set Contact To Do as 'Pending'Edit a Contact To Do Notes My Account Admin Console User Console Terms & Conditions Additional Information

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CalendarCalendar Day ViewNew Contact To Do

Set Contact To Do As 'Done'

|Contact To Dos| will continue to roll over to the next day until they are set as |Done|. To set a |Contact To Do| as |Done|, follow the directions below.

From the |Navigation Bar| select |Calendar|.
Select |View|Day View|.
Expand the |Contact To Dos|.
Select the |Contact To Do| that would like to set as |Done|.
Select the |Done| button.
Enter any notes.
Select the |Save| button.
The |Contact To Do| will now appear in the |Done| section and will no longer roll over to the next day.

Setting a Pending 'Contact To Do' as |Done| in OA Mobile

|Contact To Dos| that are 'pending' are colored in 'red' and appear under the 'Rolling' section, while |Contact To Dos| set to |Done| are colored 'green' and appear within the 'Done' section of the calendar.

|Contact To Dos| will continue to roll over to the next day until they are set as |Done|. To set a |Contact To Do| as |Done|, follow the directions below.

From the |Navigation Bar| select the |Calendar| drop down arrow, and from the drop down list, select |Day|.
Expand the |Contact To Dos| if neccessary and select the |Contact To Do| you would like to set as |Done|
Select the |Done| button.
Enter any notes.
Select the |Save| button.
The |Contact To Do| will now appear in the |Done| section and will no longer roll over to the next day.

Setting a Pending 'Contact To Do' as |Done| in OA Mobile

|Contact To Dos| that are 'pending' are colored in 'red' and appear under the 'Rolling' section, while |Contact To Dos| set to |Done| are colored 'green' and appear within the 'Done' section of the calendar.

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