Difference between revisions of "How do I create a prospect using Platinum Online?"
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Katy Kitchen (talk | contribs) (→Creating a New Prospect) |
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* In the "Create Prospect" popup, enter the basic details about the new prospect. | * In the "Create Prospect" popup, enter the basic details about the new prospect. | ||
* When you have finished entering the details, press the {{Button|Create Prospect}} button. | * When you have finished entering the details, press the {{Button|Create Prospect}} button. | ||
| − | * Once the prospect has been created, you will then be taken to the [[How_do_I_edit_prospects_using_Platinum_Online%3F#Editing_the_Prospect|edit page where you can add further information about the new prospect | + | * Once the prospect has been created, you will then be taken to the [[How_do_I_edit_prospects_using_Platinum_Online%3F#Editing_the_Prospect|edit]] page where you can add further information about the new prospect. |
== See also == | == See also == | ||
Latest revision as of 11:22, 10 February 2020
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
Summary
This article explains how to create a new prospect using Platinum Online.
More Information
- Log into Platinum Online.
- Go to " Prospecting Salesperson Activity".
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
