Call List

The purpose of the |Call List| is to quickly call, text, or email your prospects. The call list is automatically sorted by last contact date, with the prospect who has gone the longest without contact displayed at the top of the list. Prospects contacted today are displayed in green, while prospects not contacted today are displayed in purple. Selecting a prospect from the call list will display key prospect information along with options to view contact details or communicate by phone, email, or text. As with all OA Mobile prospect activity, actions performed from the call list are logged in the prospect's |Activity Log|.

A: Selecting |Prospects| from the OA Mobile Navigation Bar opens the |Prospect Manager|.
B: After selecting |Prospects| from the |Navigation Bar|, select the |Call List| button to open your call list.
C: Use the |My Call List| dropdown menu to switch between other OA Mobile user call lists.
D: The |Page: Prospects| button filters the call list by displaying only prospects from the selected spreadsheet page.
E: The |Filter| button is used to filter your spreadsheet using a variety of OA Mobile search options .
F: Select the |Show High Only| option to toggle the call list between normal and high-priority prospects.
G: Use the |Add Category| button to add an existing category of prospects to your call list.
H: Displays the number of prospects in your call list.
I: Displays the last contact date for the prospect.
J: Expands the prospect view to display additional details.
K: Opens the prospect contact details screen, including the prospect's detailed |Activity Log|.
L: Use the Call, Email, and Text buttons to communicate with your prospect. All activity is automatically logged in the prospect's activity log.
M: Removes the prospect from the call list.
N: Displays a prospect in expanded view.
O: Prospects displayed in green have been contacted today, while prospects displayed in purple have not been contacted today.

A: Selecting |Prospects| from the OA Mobile Navigation Bar opens the |Prospect Manager|.
B: After selecting |Prospects| from the |Navigation Bar|, select the |Call List| button to open your call list.
C: The |Page: Prospects| button filters the call list by displaying only prospects from the selected spreadsheet page.
D: The |Filter| button is used to filter your spreadsheet using a variety of OA Mobile search options .
E: Select the |Show High Only| option to toggle the call list between normal and high-priority prospects.
F: Use the |My Call List| dropdown menu to switch between other OA Mobile user call lists.
G: Use the |Add Category| button to add an existing category of prospects to your call list.
H: Displays the prospect call list column.
I: Displays the number of prospects in your call list.
J: Displays the last contact date column.
K: Opens the prospect contact details screen, including the prospect's detailed |Activity Log|.
L: Use the Call, Email, and Text buttons to communicate with your prospect. All activity is automatically logged in the prospect's activity log.
M: Expands the prospect view to display additional details.
N: Removes the prospect from the call list.
O: Displays a prospect in expanded view.
P: Prospects displayed in purple have not been contacted today.
Q: Displays the number of days since the prospect was last contacted.
R: Prospects displayed in green have been contacted today.
S: Icons indicate the type of communication sent to the prospect (for example, phone call, text message, or email).

Subtopics

Remove From Call List