Table of Contents
Welcome to OA Mobile SupportContactsProspects⦁SpreadsheetView Shared SpreadsheetsSpreadsheet PagesSearching the SpreadsheetAdd To Prospect SpreadsheetToggle Prospect PriorityAdd Existing CategoryRate CallsSort By OptionsView Contact DetailsCall List (Add/Remove)Set Prospect PriorityCall NowSend EmailSend Text MessageExpand AllMove ProspectRemove Prospect⦁Call List⦁ReportsLeadsCalendarNotesMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional Information
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.
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.
Subtopics
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