Prospects⦁Call List

Prospect Details

The prospect details screen contains eight distinct sections of information, including |My Prospect|, |Contact Info|, |Categories|, |Custom Fields|, |Contact Notes|, |My Private Notes|, |OneDrive|, and the |Activity Log|.
  • My Prospect: Provides prospect properties and history details.
  • Contact Info: Displays addresses, phone numbers, emails, etc.
  • Categories: Indicates which categories the prospect belongs to.
  • Custom Fields: Displays any custom field data, such as spouse, birthdate, etc.
  • Contact Notes: Shows any notes added to the prospect.
  • My Private Notes: Displays private notes visible only to you, not to any other OA Mobile user.
  • OneDrive: Displays any OneDrive (or SharePoint) attachments.
  • Activity Log: Displays all activity related to the prospect, including calls, emails, text messages, and |Do Now| options for calling, emailing, texting, setting To-Dos, and manually logging information.
To view prospect details within the |Call List|, follow the directions below.
  1. From the |Navigation Bar|, select |Prospects|.
  2. Select the |Call List|.
  3. Select the prospect whose details you would like to view.
  4. Select the |Contact| button.
  5. The prospect/contact details screen will be displayed.
View Prospect Detail - OA Mobile Call List
The prospect details screen contains eight distinct sections of information, including |My Prospect|, |Contact Info|, |Categories|, |Custom Fields|, |Contact Notes|, |My Private Notes|, |OneDrive|, and the |Activity Log|.
  • My Prospect: Provides prospect properties and history details.
  • Contact Info: Displays addresses, phone numbers, emails, etc.
  • Categories: Indicates which categories the prospect belongs to.
  • Custom Fields: Displays any custom field data, such as spouse, birthdate, etc.
  • Contact Notes: Shows any notes added to the prospect.
  • My Private Notes: Displays private notes visible only to you, not to any other OA Mobile user.
  • OneDrive: Displays any OneDrive (or SharePoint) attachments.
  • Activity Log: Displays all activity related to the prospect, including calls, emails, text messages, and |Do Now| options for calling, emailing, texting, setting To-Dos, and manually logging information.
To view prospect details within the |Call List|, follow the directions below.
  1. From the |Navigation Bar|, select |Prospects|.
  2. Select the |Call List|.
  3. Select the prospect whose details you would like to view.
  4. Select the |Contact| button.
  5. The prospect/contact details screen will be displayed.
View Prospect Detail - OA Mobile Call List
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