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
Set Contact To Do As 'Done'
|Contact To Dos| continue to roll over
to the next day until they are marked
|Done|.
To mark 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| section.
- Select the |Contact To Do| you want to mark as |Done|.
- Select the |Done| button.
- Enter any notes.
- Select the |Save| button.
- The |Contact To Do| will appear in the |Done| section and will no longer roll over to the next day.
Pending
|Contact To Dos|
are displayed in red under the
|Rolling| section.
|Contact To Dos|
marked as
|Done|
are displayed in green under the
|Done| section.
|Contact To Dos| continue to roll over
to the next day until they are marked
|Done|.
To mark a
|Contact To Do| as
|Done|,
follow the directions below.
- From the |Navigation Bar|, select the |Calendar| drop-down arrow, then select |Day|.
- Expand the |Contact To Dos| section, if necessary, then select the |Contact To Do| you want to mark as |Done|.
- Select the |Done| button.
- Enter any notes.
- Select the |Save| button.
- The |Contact To Do| will appear in the |Done| section and will no longer roll over to the next day.
Pending
|Contact To Dos|
are displayed in red under the
|Rolling| section.
|Contact To Dos|
marked as
|Done|
are displayed in green under the
|Done| section.
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