Add To Prospect Spreadsheet

The OA Mobile |Spreadsheet| is used to display, filter, and sort your prospects using a familiar spreadsheet interface. Prospects from your spreadsheet that you have already contacted and scheduled appear in your |To Do List|. Contacts that you need to contact (typically those that you think will be interested in what you have to offer) will show up in your |Rolling Call List|. To add a prospect to your spreadsheet, follow the directions below.

From the |Navigation Bar| in OA Mobile, select |Prospects|.
From the |Prospect Spreadsheet Button Bar|, select |Spreadsheet|.
Select |Add To Spreadsheet|.
Enter the prospect's first, last, and company name (if applicable).
Select the |Next| button.
From the |New Contact| screen, enter the contact information.
Select the |Save| button.
From the |Prospect Spreadsheet Info| screen, enter as much information about the prospect as you know.
Select the |Save to Spreadsheet| button. The prospect is now saved to your spreadsheet.

Add to Prospect Spreadsheet - OA Mobile Phone App

From the |Navigation Bar| in OA Mobile, select |Prospects|.
From the |Prospect Spreadsheet Button Bar|, select |Spreadsheet|.
Select |Add To Spreadsheet|.
Enter the prospect's first, last, and company name (if applicable).
Select the |Next| button.
From the |New Contact| screen, enter the contact information.
Select the |Save| button.
From the |Prospect Spreadsheet Info| screen, enter as much information about the prospect as you know.
Select the |Save to Spreadsheet| button. The prospect is now saved to your spreadsheet.