Prospects

The |Prospects| option provides access to the OA Mobile Prospect Management features which includes Reports, the Spreadsheet, Call List, and much more. Selecting the |Prospects| menu item from the |Navigation Bar| will display the Spreadsheet and its functions, including the |Prospect Console| which provides three buttons for easy navigation between your Reports, the Spreadsheet, and your Call List. All three features work together to help you and your sales team close more sales faster. The OA Mobile App provides all the same functionality as the desktop app. To view the additional spreadsheet information on smaller divices, simply scroll the spreadsheet to the right. You may also use landscape mode on smaller divices to provide additional screen space for your spreadsheet data.
OA Mobile Prospect Console Overview
  1. A: The |Prospects| option on the navigation bar will by default open the OA Mobile Prospects spreadheet. The |Prospects| option will remember your previous selection and bring you back to that selection the next time you select this option e.g. if you left off on the |Reports| screen, the |Prospects| option will return you to this same section.
  2. B: The |Prospect Management Button Bar| provides access to |Reports|, |Spreadsheet| and the |Call List| respectively.
  3. C: The spreadsheet drop down arrow provides access to spreadsheets owned by other OA Mobile users.
  4. D: Pages can be used to help you organize your |Prospect Spreadsheet|. The |Page: Prospects| button allows you to create additional pages within your Prospect Spreadsheet where you may than add (and keep seperated) prospects. Pages provide a partitioning of your prospects to help you stay organized and productive.
  5. E: The |Filter| button provides advanced searching capability idententical to that which is found with |Contact| searching. Selecting this option will bring you to the Contact Search screen where searching will be isolated to your spreadsheet and search results will be displayed (filtered via your search request) within your |Prospect Spreadsheet|. When a filter is activated, the |Filter| button will be displayed in 'Red', and the type of filter applied to your spreadsheet will be displayed to the right of the filter button. The |Filter| drop down list provides a history of your most recent search filters for convenient quick access. From the drop down list you may also |Clear All Filters| or begin a new Search Filter.
  6. F: The |Add to Spreadsheet| button provides options to add existing contacts or add new contacts to your spreadsheet. When adding a new contact, OA Mobile will look to see if the contact already exists and will provide options to use the existing contact or add a new one.
  7. G: The |Show High Only| button will filter your spreadsheet by prospects marked as 'High Importance'. Prospects with high importance are shown with a gold star (see P in screen shot above). To add/remove high importance, select the start to the left of the prospect. This action will toggle between Normal and High Importance.
  8. H: The |Add Category| button provides the option to add an 'existing' category of contacts to your prospect spreadsheet.
  9. I: The |Rate Calls| button is used to rate your phone calls to your prospects. Rating calls can be very helpful to you and other OA Mobile users so as to concentrate on prospects that are showing the most interest. Rated calls are also displayed in your |Reports| (See (B) in Screen Shot Above) which provide live links to display the list of rated calls within your spreadsheet.
  10. J: From left to right, the |Contact| button provides details on the prospect. Prospects that are colored in 'Blue' are those currently on your spreadsheet and those colored 'Purple' are on both the spreadsheet and call list. The phone, email and text symbols are used to call, email and text prospects respectively. Each of these actions is logged within OA Mobile and each correspondance can be saved as a template for later use with all prospects. Templates can even use merge fields making them generic and reusable throughout OA Mobile. For example, Dear {First Name}, would merge the given prospect's first name into a greeting email or text message. The last two icons are used to Add/Remove the prospect from the call list and set priority level (normal or high) respectively. When the phone icon is colored 'Purple' the prospect has been added to the Call List, when the star is colored 'Yellow', the prospect has been marked high priority.
  11. K: The |Prospect Spreadsheet Columns| provide sorting options for First, Last, Company, Opened, Last Contacted, Next To Do, and Goal. When selected, the sortby button will turn 'Solid Green' indicating that the sort function is in use and the prospects will be sorted by the selected option. In the OA App on your phone, you will need to scroll to the right to view additional sort columns within your spreadsheet.
  12. L: Shows the number of days since the prospect has last been contacted. This information is important in helping you keep your prospects from falling through the cracks and becoming stale.
  13. M: The |Expand All| option is used to expand the prospect spreadsheet to proivde a more detailed view of each prospect. Toggling this button will |Expand All| or |Collapse All|.
  14. N: Use this option to move a prospect to another spreadsheet page or user.
  15. O: Use this option to close and remove the prospect from your spreadsheet.
  16. P: Provides a legend to describe spreadsheet icons to include Key Info, Goal, Source, Opportunity, High Importance, Pipeline Goal, and colors to denote which prospects are on the spreadsheet as well as those on both the spreadsheet and call list
Thhe |Prospects| option provides access to the OA Mobile Prospect Management features which includes Reports, the Spreadsheet, Call List, and much more. Selecting the |Prospects| menu item from the |Navigation Bar| will display the Spreadsheet and its functions, including the |Prospect Console| which provides three buttons for easy navigation between your Reports, the Spreadsheet, and your Call List. All three features work together to help you and your sales team close more sales faster.
OA Mobile Prospect Console Overview
  1. A: The |Prospects| option on the navigation bar will by default open the OA Mobile Prospects spreadheet. The |Prospects| option will remember your previous selection and bring you back to that selection the next time you select this option e.g. if you left off on the |Reports| screen, the |Prospects| option will return you to this same section.
  2. B: The |Prospects| drop down list provides a quick list of links to your |Spreadsheet|, |Call List|, |Reports| and |Rate Calls|.
  3. C: Part of the |Prospect Management Button Bar|, the |Spreadsheet| button provides quick access to your Prospect Spreadsheet.
  4. D: Part of the |Prospect Management Button Bar|, the |Call List| button provides quick access to your Prospect Spreadsheet.
  5. E: Part of the |Prospect Management Button Bar|, the |Reports| button provides quick access to your Prospect Spreadsheet.
  6. F: The |Filter| button provides advanced searching capability idententical to that which is found with |Contact| searching. Selecting this option will bring you to the Contact Search screen where searching will be isolated to your spreadsheet and search results will be displayed (filtered via your search request) within your |Prospect Spreadsheet|. When a filter is activated, the |Filter| button will be displayed in 'Red', and the type of filter applied to your spreadsheet will be displayed to the right of the filter button.
  7. G: The |Filter| drop down list provides a history of your most recent search filters for convenient quick access. From the drop down list you may also |Clear All Filters| or begin a new Search Filter.
  8. H: The |Add to Spreadsheet| button provides options to add existing contacts or add new contacts to your spreadsheet. When adding a new contact, OA Mobile will look to see if the contact already exists and will provide options to use the existing contact or add a new one.
  9. I: The spreadsheet drop down arrow provides access to spreadsheets owned by other OA Mobile users.
  10. J: The |Show High Only| button will filter your spreadsheet by prospects marked as 'High Importance'. Prospects with high importance are shown with a gold star (see R in screen shot above). To add/remove high importance, select the start to the left of the prospect. This action will toggle between Normal and High Importance.
  11. K: The |Expand All| option is used to expand the prospect spreadsheet to proivde a more detailed view of each prospect. Toggling this button will |Expand All| or |Collapse All|.
  12. L: The |Add Category| button provides the option to add an 'existing' category of contacts to your prospect spreadsheet.
  13. M: The |Rate Calls| button is used to rate your phone calls to your prospects. Rating calls can be very helpful to you and other OA Mobile users so as to concentrate on prospects that are showing the most interest. Rated calls are also displayed in your |Reports| (See (E) in Screen Shot Above) which provide live links to display the list of rated calls within your spreadsheet.
  14. N: Pages can be used to help you organize your |Prospect Spreadsheet|. The |Page: Prospects| button allows you to create additional pages within your Prospect Spreadsheet where you may than add (and keep seperated) prospects. Pages provide a partitioning of your prospects to help you stay organized and productive.
  15. O: The |Prospect Spreadsheet Columns| provide sorting options for First, Last, Company, Opened, Last Contacted, Next To Do, and Goal. When selected, the sortby button will turn 'Solid Green' indicating that the sort function is in use and the prospects will be sorted by the selected option.
  16. P: The |Contact| button provides details on the prospect. Prospects that colored in 'Blue' are those currently on your spreadsheet and those colored 'Purple' are on both the spreadsheet and call list.
  17. Q: Use this option to Add/Remove the prospect from the call list. When the phone icon is colored 'Purple' the prospect has been added to the Call List.
  18. R: Use this option to mark the prospect normal or high priority. When the star icon is colored 'Yellow', the prospect has been marked high priority.
  19. S: Shows the number of days since the prospect has last been contacted.
  20. T: These options are used to call, email and text prospects respectively. Each of these actions is logged within OA Mobile and each correspondance can be saved as a template for later use with all prospects. Templates can even use merge fields making them generic and reusable throughout OA Mobile. For example, Dear {First Name}, would merge the given prospects first name into a greeting email or text message.
  21. U: Use this option to move a prospect to another spreadsheet page or user.
  22. V: Use this option to close and remove the prospect from your spreadsheet.
  23. W: Provides a legend to describe spreadsheet icons to include Key Info, Goal, Source, Opportunity, High Importance, Pipeline Goal, and colors to denote which prospects are on the spreadsheet as well as those on both the spreadsheet and call list
Subtopics
© 1991-2024 - Baseline Data Systems, Inc.