Table of Contents
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
View Contact Details
You can view contact details from within the spreadsheet. To view contact details, follow the directions
below.
- Select the |Prospects| menu.
- Select the |Spreadsheet| button.
- Select the |View Contact| button to the left of the prospect you would like to view contact details on.
- The contact details screen will display the prospect details, contact info, categories, custom fields, contact notes, One Drive and SharePoint attachements, and the contact activity log.
The blue colored |Contact Details| icon denotes that the prospect is on the spreadsheet. The purple colored
|Contact Details| icon dentoes that the
prospect is on both the spreadsheet and call list.
You can view contact details from within the spreadsheet. To view contact details, follow
the directions
below.
- Select the |Prospects| menu.
- Select the |Spreadsheet| button.
- Select the |View Contact| button to the left of the prospect you would like to view contact details on.
- The contact details screen will display the prospect details, contact info, categories, custom fields, contact notes, One Drive and SharePoint attachements, and the contact activity log.
The blue colored |Contact Details| icon denotes that the prospect is on the spreadsheet. The purple colored
|Contact
Details| icon dentoes that the
prospect is on both the spreadsheet and call list.
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