How do I add prospect contacts using Platinum Online?

From Catalyst
Revision as of 11:23, 10 February 2020 by Katy Kitchen (talk | contribs) (More Information)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

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.
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.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
online, prospecting, activity, prospect, add, contacts, contact, follow up