How do I add prospect contacts using Platinum Online?
From Catalyst
Revision as of 11:29, 18 November 2019 by Jamie Kingsbury-Smith (talk | contribs) (Created page with "{{PreRelease}} == Summary == This article explains how to add a contact to a prospects using {{PlatinumOnline}}. == More Information == * Log into How do I connect to my Pl...")
 |
This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
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
