How do I create a prospect using Platinum Online?
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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
