Add To Prospect Spreadsheet

The OA Mobile |Spreadsheet| is used to display, filter, and sort your prospects using a familiar spreadsheet interface. Prospects that you have already contacted and scheduled will appear in your |To Do List|. Contacts that still need to be contacted (typically those who may be interested in your products or services) will appear 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 Name, Last Name, 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 possible.
Select the |Save to Spreadsheet| button. The prospect will now be saved to your spreadsheet.

Add Prospect to Spreadsheet - OA Mobile 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 Name, Last Name, 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 possible.
Select the |Save to Spreadsheet| button. The prospect will now be saved to your spreadsheet.