Add Existing Category

Categories can help organize your contact data. After you have created a category and added contacts to it, you may also want to display those contacts in your spreadsheet. This process adds all contacts from 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 want to add to your spreadsheet.
Confirm your selection, then select |Add to Spreadsheet|.
Review your results, then select |Done|.
The prospects within the selected category will now be displayed in your spreadsheet, and the |Filter| button will display the active filter.

Add Category of Prospects to Spreadsheet - OA Mobile

You can scroll the spreadsheet horizontally to view additional data on smaller screens, such as phones and tablets.

From the |Navigation Bar|, select |Prospects|.
Select the |Spreadsheet| button.
Select the |Add Category| button.
Select the category of prospects you want to add to your spreadsheet.
Confirm your selection, then select |Add to Spreadsheet|.
Review your results, then select |Done|.
The prospects within the selected category will now be displayed in your spreadsheet, and the |Filter| button will display the active filter.