Table of Contents
Welcome to OA Mobile SupportContactsProspectsLeadsCalendarNew AppointmentReschedule AppointmentMark Appointment DoneCancel AppointmentSet Appointment PendingEdit AppointmentDelete AppointmentOpen Attached ContactNew Contact To DoOpen Prospect DetailsSet Contact To Do As 'Done'Set Contact To Do as 'Pending'Edit a Contact To DoReschedule Contact To DoDelete a Contact To DoCancel a Contact To DoNew General To DoSet General To Do 'Done'Set General To Do 'Not Done'Delete a General To DoNotesMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional Information
Set Contact To Do as 'Pending'
|Contact To Dos| marked as
|Done| can be changed back to
|Pending|. To change a
|Contact To Do| from
|Done| to
|Pending|,
follow the directions below.
- From the |Navigation Bar|, select |Calendar|.
- Select |View| → |Day View|.
- Expand the |Contact To Dos| section.
- Expand the |Done| section.
- Under the |Done| section, select the |Contact To Do| you want to set to |Pending|.
- Select |Set to Pending|.
- Select the |Yes - Set to Pending| button to confirm the action.
- The |Contact To Do| will appear in the |Rolling| section and will continue rolling over to the next day until it is marked |Done| again.
Pending
|Contact To Dos|
are displayed in red under the
|Rolling| section.
|Contact To Dos|
marked as
|Done|
are displayed in green under the
|Done| section.
|Contact To Dos| marked as
|Done| can be changed back to
|Pending|. To change a
|Contact To Do| from
|Done| to
|Pending|,
follow the directions below.
- From the |Navigation Bar|, select the |Calendar| drop-down arrow, then select |Day|.
- Expand the |Done| section within |Contact To Dos|.
- Under the |Done| section, select the |Contact To Do| you want to set to |Pending|.
- Select |Set to Pending|.
- Select the |Yes - Set to Pending| button to confirm the action.
- The |Contact To Do| will appear in the |Rolling| section and will continue rolling over to the next day until it is marked |Done| again.
Pending
|Contact To Dos|
are displayed in red under the
|Rolling| section.
|Contact To Dos|
marked as
|Done|
are displayed in green under the
|Done| section.
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