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 ProspectLeadsCalendarNotesMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional Information
Add Existing Category
Categories can help organize your contact data. After you have created and added contacts to a category, you
might also want to
include the contacts that are within an existing category in your spreadsheet. This process adds all the
contacts that
are in an 'existing' category to
your spreadsheet. To add a category of prospects to your spreadsheet, follow the directions below.
- From the |Navigation| bar, select |Prospects|.
- Select the |Spreadsheet| button.
- Select the |Add Category| button.
- Select the category of prospects you would like to add to your spreadsheet.
- Confirm your selection and select |Add to Spreadsheet|.
- Review your results, then select |Done|.
- The prospects within the added category will be displayed in your spreadsheet, and the |Filter| button will display the active filter.
You can scroll the spreadsheet to the right and back to view data on smaller screens like your phone.
Categories can help organize your contact data. After you have created and added contacts
to a category, you
might also want to
include the contacts that are within an existing category in your spreadsheet. This process adds all the
contacts that
are in an 'existing' category to
your spreadsheet. To add a category of prospects to your spreadsheet, follow the directions below.
- From the |Navigation| bar, select |Prospects|.
- Select the |Spreadsheet| button.
- Select the |Add Category| button.
- Select the category of prospects you would like to add to your spreadsheet.
- Confirm your selection and select |Add to Spreadsheet|.
- Review your results, then select |Done|.
- The prospects within the added category will be displayed in your spreadsheet, and the |Filter| button will display the active filter.
© 1991-2025 - Baseline Data Systems, Inc.