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
Calling a Prospect
The OA Mobile calling feature within the
|Call List| allows you to place calls, log call activity, and rate your
calls.
As with all OA Mobile activities, calls made to your prospects are automatically logged within the
prospect's
|Activity Log|.
To place a call from the OA Mobile
|Call List|, follow the directions below.
- From the |Navigation Bar|, select |Prospects|.
- Select the |Call List| button.
- If necessary, scroll to locate your prospect.
- Select the |Prospect| you want to call.
- Select the |Call Button|.
- Verify that the correct phone number is displayed, then select the |Dial| button.
- Select the |Next| button.
- Select the most appropriate outcome for your call.
- Select the |Save| button. Your call will be saved to the prospect's |Activity Log|, where you can optionally rate the call.
OA Mobile uses your device's default dialer to place phone calls using the green
|Dial| button.
When enabled, RingCentral can be used to place calls through the RingCentral app on your phone or desktop.
The RingCentral |Dial| button is outlined in orange.
The OA Mobile calling feature within the
|Call List| allows you to place calls, log call activity, and rate your
calls.
As with all OA Mobile activities, calls made to your prospects are automatically logged within the
prospect's
|Activity Log|.
To place a call from the OA Mobile
|Call List|, follow the directions below.
- From the |Navigation Bar|, select |Prospects|.
- Select the |Call List| button.
- Select the |Prospect| you want to call.
- Select the |Call Button|.
- Verify that the correct phone number is displayed, then select the |Dial| button.
- Select the |Next| button.
- Select the most appropriate outcome for your call.
- Select the |Save| button. Your call will be saved to the prospect's |Activity Log|, where you can optionally rate the call.
OA Mobile uses your device's default dialer to place phone calls using the green
|Dial| button.
When enabled, RingCentral can be used to place calls through the RingCentral app on your phone or desktop.
The RingCentral |Dial| button is outlined in orange.
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