How do I create a new prospect?
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Contents
Summary
The following article explains how to create a new prospect.
Additional Information
In Platinum, sales prospect information (name, address and telephone number etc) is stored against a prospect code. Contact details are then stored against this for reference.
To create a prospect in Sales Prospecting
- Go to "Sales Prospecting" -> "Add or Edit Prospects".
- Click [Add]. The prospect code will be generated automatically with the next available number.
It is important for you to fill in as much information on the first tab of the prospect details as possible to make your prospecting database as useful as it can be.
 | Duplicates: While entering a new prospect, the software will check against existing prospects to see if you are entering a duplicate. If any possible duplicates are found you will be asked to confirm you still wish to create the account. If you are entering in a duplicate and want to use the existing prospect, then select the existing prospect in the "Duplicate prospects:" list. |
See also
