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Welcome to OA Mobile SupportContactsProspects⦁SpreadsheetView Shared SpreadsheetsSpreadsheet PagesSearching the SpreadsheetAdd To Prospect SpreadsheetToggle Prospect PriorityAdd Existing CategoryRate CallsSort By OptionsView Contact DetailsCall List (Add/Remove)Set Prospect PriorityCall NowSend EmailSend Text MessageExpand AllMove ProspectRemove ProspectLeadsCalendarNotesMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional Information
Send Text Message
To send and log a text message via the OA Mobile spreadsheet, follow the directions below.
- From the OA Moibile app, select |Prospects| from the |Navigation Bar|.
- Select the |Spreadsheet| button.
- From the spreadsheet, locate the prospect you would like to send a text message and select the |Text Now| button.
- Compose your text message in the space provided.
- Select the |Send Text| button than send the text via your SMS provider. Your text message will be logged within the OA Mobile activity log.
Text messages are sent via your default SMS provider and/or RingCentral.
You can create text message templates using the |Create Text Msg Templates| button.
To send and log a text message via the OA Mobile spreadsheet on your desktop, follow the
directions below.
- From OA Moibile, select |Prospects| from the |Navigation Bar|.
- Select the |Spreadsheet| button.
- From the spreadsheet, locate the prospect you would like to send a text message and select the |Text Now| button.
- You may send the text message from your phone or desktop (if you have SMS setup on your desktop). To send from your phone, select |Send from your Phone| than open the OA Mobile app on your phone and select |Show Desktop| from the |Navigation Bar|, than follow the steps to send your text message from the OA Mobile App.
- Alternately, you may select the |Copy/Paste on your Desktop| button than send the text via your SMS provider. Compose the message in the space provided, select the |Copy| button and paste the message to your desktop SMS app and send. Select |Log the Sent Text| button and the text message will be logged within the OA Mobile activity log for the prospect.
Text messages are sent via your default SMS provider and/or RingCentral.
You can create text message templates using the |Create Text Msg Templates| button.
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