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
Call Now
Calling a prospect from the OA Mobile spreadsheet is both convenient and efficient.
OA Mobile automatically logs your phone calls and related call details within the prospect's
|Activity Log|.
Phone calls can also be rated and sorted by rating, providing another useful way to organize and track
prospect interactions.
To call a prospect from the spreadsheet, follow the directions below.
- From the |Navigation Bar|, select |Prospects|.
- From the |Prospect Button Bar|, select the |Spreadsheet| button.
- Locate the prospect you want to call, then select the |Call Now| button.
- Confirm that the correct phone number is displayed, then select the |Dial| button.
- During or after the call, select the appropriate call outcome.
- Select the |Save| button to save the call in the prospect's |Activity Log|.
- From the |Prospect Details| screen, you can view detailed prospect information, review all prospect activities, rate phone calls, and select the next action you want to take, such as sending a follow-up email, setting an appointment, or logging additional information.
- Select the |Spreadsheet| button to return to the spreadsheet.
Calling a prospect from the OA Mobile spreadsheet is both convenient and efficient.
OA Mobile automatically logs your phone calls and related call details within the prospect's
|Activity Log|.
Phone calls can also be rated and sorted by rating, providing another useful way to organize and track
prospect interactions.
To call a prospect from the spreadsheet, follow the directions below.
- From the |Navigation Bar|, select |Prospects|.
- From the |Prospect Button Bar|, select the |Spreadsheet| button.
- Locate the prospect you want to call, then select the |Call Now| button.
- Confirm that the correct phone number is displayed, then select the |Dial| button.
- During or after the call, select the appropriate call outcome.
- Select the |Save| button to save the call in the prospect's |Activity Log|.
- From the |Prospect Details| screen, you can view detailed prospect information, review all prospect activities, rate phone calls, and select the next action you want to take, such as sending a follow-up email, setting an appointment, or logging additional information.
- Select the |Spreadsheet| button to return to the spreadsheet.
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