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 associated with a
|Contact To Do|,
follow the directions below.
- From the |Navigation Bar|, select |Calendar|.
- Select |View| → |Day View|.
- Expand the |Contact To Dos| section.
- Select the |Contact To Do| associated with the prospect.
- Select the |Prospect| button.
- The prospect details will be displayed.
If the
|Contact To Do|
is linked to a
|Prospect|
(a contact on your Prospect Spreadsheet), the
|Prospect|
button will be available. If the
|Contact To Do|
is not linked to a prospect, the
|Contact|
button will be displayed instead.
A blue spreadsheet icon is displayed next to
|Contact To Dos|
that are associated with a prospect.
To open the prospect details associated with a
|Contact To Do|,
follow the directions below.
- From the |Navigation Bar|, select the |Calendar| drop-down arrow.
- Select |Day|.
- Select the |Contact To Do| associated with the prospect.
- Select the |Prospect| button.
- The prospect details will be displayed.
If the
|Contact To Do|
is linked to a
|Prospect|
(a contact on your Prospect Spreadsheet), the
|Prospect|
button will be available. If the
|Contact To Do|
is not linked to a prospect, the
|Contact|
button will be displayed instead.
A blue spreadsheet icon is displayed next to
|Contact To Dos|
that are associated with a prospect.
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