How do I add prospect contacts using Platinum Online?

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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 "Follw 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


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Keywords AND Misspellings
online, prospecting, activity, prospect, add, contacts, contact, follow up