How do I create a prospect using Platinum Online?

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This article explains how to create a new prospect using Platinum Online.

More Information

Creating a New Prospect

  • Press the [+] "Create new prospect" button which can be found to the right of the " Prospect List" heading.
  • In the "Create Prospect" popup, enter the basic details about the new prospect.
  • When you have finished entering the details, press the [Create Prospect] button.
  • Once the prospect has been created, you will then be taken to the edit page where you can add further information about the new prospect.

See also

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Keywords AND Misspellings
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