- Login to the OneDay app on your mobile device
- On the home screen, tap the three lines in the top right corner
- Then, Tap Prospects
- In the top right corner, tap the plus sign (+). It is above the search bar, to the right of the Select Resident option
-
- Now tap the button with the small plus sign that says “+ ADD PROSPECT”
- Choose “Create new prospect” or “Add from contacts”
- If you chose, “Create new prospect” enter the following information
- First Name
- Last name
- Email/Phone #
- Once you have entered the following information, tap “Done” in the upper right-hand corner of the screen (“Done” will turn green once all information is entered correctly)
- If you choose, “Add from contacts” you’ll be able to access the contacts on your device. Select a person and then choose their phone or email to add to OneDay; then tap “Add”
- Now tap the button with the small plus sign that says “+ ADD PROSPECT”
-
-
- Once a Prospect is added you will have the ability to “+ ADD ADDITIONAL RECIPIENT”
- Once you tap “+ADD ADDITIONAL RECIPIENT” you have three options
- Pick from Contacts - Same as above; choose someone from your device’s contact list
- Add new contact by email - enter the following
- First Name
- Last Name
- Add new contact by mobile # - enter the following
- First Name
- Last Name
- Mobile
- Once you tap “+ADD ADDITIONAL RECIPIENT” you have three options
- Once a Prospect is added you will have the ability to “+ ADD ADDITIONAL RECIPIENT”
iii . Once you’ve added the Prospect and Additional Recipients, you can tap Next at the bottom of the screen to create a video or tap the X in the top left corner to return to your prospect list.