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 not only convenient but provides a means by which your
phone call and the details of the call
can be logged and stored within the prospect's actvitiy log. Phone calls can also be rated and sorted by
ratings allowing for yet another useful piece of
information about your prospect. 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 would like to call and than select the |Call Now| button.
- Confirm the correct phone number is displayed than select the |Dial| button.
- Either during, or when your call is complete, select the appropriate outcome of your call.
- Select the |Save| button to save the call in the propsect's |Activity Log|.
- From the |Prospect Details| screen you can view detailed information about the prospect, view all activities that have taken place with the prospect, rate your phone call(s) and select the next action you would like to take such as sending a follow up email, setting an appontment, or logging additional information.
- Select the |Spreadsheet| button to return to the spreadsheet.
Calling a prospect from the OA Mobile spreadsheet is not only convenient but provides a
means by which your
phone call and the details of the call
can be logged and stored within the prospect's actvitiy log. Phone calls can also be rated and sorted by
ratings allowing for yet another useful piece of
information about your prospect. 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 would like to call and than select the |Call Now| button.
- Confirm the correct phone number is displayed than select the |Dial| button.
- Either during, or when your call is complete, select the appropriate outcome of your call.
- Select the |Save| button to save the call in the propsect's |Activity Log|.
- From the |Prospect Details| screen you can view detailed information about the prospect, view all activities that have taken place with the prospect, rate your phone call(s) and select the next action you would like to take such as sending a follow up email, setting an appontment, or logging additional information.
- Select the |Spreadsheet| button to return to the spreadsheet.
© 1991-2024 - Baseline Data Systems, Inc.