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 call feature within the |Call List| provides options to call, log and rate your calls. As with
all
activites in OA Mobile, your calls to your prospects
are logged within the prospect |Activity Log|. To make a call from the OA Mobile |Call List|, follow the
directions below.
- From the |Navigation Bar| select |Prospects|.
- Select the |Call List| button.
- If neccessary, scroll to the select your prospect.
- Select the |Prospect| that you would like to call.
- Select the |Call Button|.
- Verify the phone number, then select the |Dial| button.
- Select the |Next| button.
- Select the most appropriate outcome for your call.
- Select the |Save| button and your call will be saved to the prospect 'Activity Log' where you may optionally rate the call.
OA Mobile uses your default dialer to makes phone calls using the 'green' |Dial| button.
When enabled, RingCentral can be used to place calls via the RingCentral app on your phone or desktop. The
RingCentral
|Dial| button is outlined in 'orange'.
The OA Mobile call feature within the |Call List| provides options to call, log and rate your calls. As with
all
activites in OA Mobile, your calls to your prospects
are logged within the prospect |Activity Log|. To make 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| that you would like to call.
- Select the |Call Button|.
- Verify the phone number, then select the |Dial| button.
- Select the |Next| button.
- Select the most appropriate outcome for your call.
- Select the |Save| button and your call will be saved to the prospect 'Activity Log' where you may optionally rate the call.
OA Mobile uses your default dialer to makes phone calls using the 'green' |Dial| button.
When enabled, RingCentral can be used to place calls via the RingCentral app on your phone or desktop. The
RingCentral
|Dial| button is outlined in 'orange'.
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