How do I add prospect contacts using Platinum Online?

Summary

This article explains how to add a contact to a prospects using Platinum Online.

More Information

• Log into Platinum Online.
• Go to " Prospecting Salesperson Activity".
• Find and select the prospect you want to add the contact to.
• Scroll down to the " Contacts" section.
• Select the plus icon to create a new contact.
• In the " Contact Details" section:
  • At "Type", choose the method by which the prospect was contacted.
  • At "Notes", enter some notes that describe the contact that was made with prospect.
• If you would like there to be a follow up regarding this contact in the future then in the " Follow Up" section:
  • Tick the "Follow up required?" box.
  • At "Date", enter the date on which the follow up contact should be made.
  • At "Type", choose the method by which the follow up contact should be made.
  • At "Name", enter the name of the person who should be contacted.
  • At "Notes", enter any useful notes about the follow up contact.
• Press the [Submit] button to add the contact.

See also

• How do I connect to my Platinum Online?
• How do I edit prospects using Platinum Online?

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Keywords AND Misspellings

online, prospecting, activity, prospect, add, contacts, contact, follow up