Spreadsheet

The spreadsheet is a robust tool designed to sort, track and communicate with your prospects. From here you may view details on each prospect, add and remove prospects from your call list, set prospect priority, and sort prospects by name, company, date opened, date last contacted, next To Do, or Goal. You may also search and filter your spreadsheet using an array or search options, create multiple spreadsheet pages, categories and even share your spreadsheet with other OA Mobile users. From the spreadsheet you may also call, email or text prospects where each event is logged. You can also create text and email templates with merge fields that provides reusable personalized messages to your prospects. Data from both your Spreadsheet and Call List are used to provides real time live status reports, phone call reports, and activity reports. The OA Mobile phone Apps provides all the same functionality as the desktop app albiet within the contraints of a smaller screen. To view additional spreadsheet data on your phone, you can scroll the spreadsheet screen to the right and back to the left as needed.