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| that have been set to '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|.
- Expand the |Done| section.
- Under the |Done| section, select the |Contact To Do| that you would like to set as |Pending|.
- Select |Set To Pending|.
- Select the |Yes - Set to Pending| button to confirm the action.
- The |Contact To Do| will now appear in the |Rolling| section and will continue to roll over to the next day until it is once again marked as |Done|.
|Contact To Dos| that are 'pending' are colored in 'red' and appear under the 'Rolling' section, while
|Contact To Dos| set to |Done| are colored
'green' and appear within the 'Done' section of the calendar. Contact To Dos set to status
|Contact To Dos| that have been set to '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| calendar drop down menu, select |Day|.
- From the |Contact To Do| section, expand the |Done| section.
- Under the |Done| section, select the |Contact To Do| that you would like to set as |Pending|.
- Select |Set To Pending|.
- Select the |Yes - Set to Pending| button to confirm the action.
- The |Contact To Do| will now appear in the |Rolling| section and will continue to roll over to the next day until it is once again marked as |Done|.
|Contact To Dos| that are 'pending' are colored in 'red' and appear under the 'Rolling' section, while
|Contact To Dos|
set to |Done| are colored
'green' and appear within the 'Done' section of the calendar.
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