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
Open Prospect Details From a Contact To Do
To open the prospect details from a |Contact To Do|, follow the directions below.
- From the |Navigation Bar| select |Calendar|.
- Select |View|Day View|.
- Expand the |Contact To Dos|.
- Select a |Contact To Do| with a prospect attached.
- Select the |Prospect| button.
- The prospect details will be displayed.
If the |Contact To Do| is linked to a |Prospect| (a contact that is on your spreadsheet), the |Prospect|
button will be present. If the
|Contact To Do| is 'not' linked to a prospect, the |Contact| button will be present.
A blue spreadsheet icon will be displayed with |Contact To Dos| that have a prospect attached.
To open the prospect details from a |Contact To Do|, follow the directions below.
- From the |Calendar| drop down arrow within the |Navigation Bar| select |Day|.
- Select a |Contact To Do| with a prospect attached.
- Select the |Prospect| button.
- The prospect details will be displayed.
If the |Contact To Do| is linked to a |Prospect| (a contact that is on your spreadsheet), the |Prospect|
button will be
present. If the
|Contact To Do| is 'not' linked to a prospect, the |Contact| button will be present.
A blue spreadsheet icon will be displayed with |Contact To Dos| that have a prospect attached.
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