Difference between revisions of "How do I add prospect contacts using Platinum Online?"

Latest revision as of 11:23, 10 February 2020

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

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.

The contact type and follow up types must already exist in your Platinum system. To add a new type please see this article.

- 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.

@@ Line 6: / Line 6: @@
 * Log into [[How do I connect to my Platinum Online?|Platinum Online]].
 * Go to {{Menu|Prospecting|Salesperson Activity}}.
-* [[How do I edit prospects using Platinum Online?#Finding the Prospect to Edit|Find and select the prospect]] you want to add the contact to.
+* [[How do I edit prospects using Platinum Online?#Finding the Prospect to Edit|Find]] and select the prospect you want to add the contact to.
 * Scroll down to the {{Menu|Contacts}} section.
 * Select the plus icon to create a new contact.
 * In the {{Menu|Contact Details}} section:
 ** At {{DataPrompt|Type}}, choose the method by which the prospect was contacted.
+{{Information|text=The contact type and follow up types must already exist in your Platinum system. To add a new type please see [[How do I record contacts against a prospect?#Record New Contact|this]] article.}}
 ** At {{DataPrompt|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 {{Menu|Follow Up}} section: