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Welcome to OA Mobile SupportContactsProspectsSpreadsheetView Shared SpreadsheetsSpreadsheet PagesSearching the SpreadsheetAdd To Prospect SpreadsheetToggle Prospect PriorityAdd Existing CategoryRate CallsSort By OptionsView Contact DetailsCall List (Add/Remove)Set Prospect PriorityCall NowSend EmailCalendarNotesMy 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 to your spreadsheet. This process adds all the
contacts that
are in an 'exising' 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 selection |Add to Spreadsheet|.
- Review your results, than 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 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 to your spreadsheet. This process adds all the
contacts that
are in an 'exising' 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 selection |Add to Spreadsheet|.
- Review your results, than select |Done|.
- The prospects within the added category will be displayed in your spreadsheet and the |Filter| button will display the active filter.
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