Contacts

Viewing Email History on Your Mobile Device

Once you’ve set up your email accounts in Top Producer CRM on your desktop, you can access your contacts’ email history no matter where your travels may take you. The setup is quick and easy, but must be done in Top Producer CRM on your desktop. See Viewing Email History in Your Contact Records for

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Sending a Market Snapshot

If you have a Market Snapshot license, you can send a Market Snapshot to a contact/lead from various areas in Top Producer Mobile. Immediately after the snapshot is successfully sent, you will be prompted to wrap it up by recording any details and scheduling a follow-up activity. To send a Market Snapshot, tap the Send

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Adding/Editing Contacts

Adding a Contact To add a contact, from the Contacts list, tap the Add  icon. Any contacts you enter in Top Producer Mobile are immediately available in Top Producer on your deskop and vice versa. There is no need to synchronize your database. Watch the video: Editing a Contact From the Contact Record you can

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Applying an Action Plan to a Contact

You can apply plans to existing contacts and new leads you receive. Contact Record: From the Activities tab, tap the Apply Plan icon > select the plan > tap Save. Tip: To apply a plan to a new lead, from the New tab in the Sales Pipeline, tap the lead > tap the Apply Plan

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Deleting Contacts

You can delete a contact by tapping the Delete button when editing the contact record. Note: Deleting a contact in Top Producer Mobile also removes the record from the Top Producer CRM desktop application. From the contact record, tap the Edit icon. Scroll down to the bottom of the record, and then tap the Delete

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Displaying a Contact’s Property on a Map

Once you have entered a contact’s property address, you can display their property on a map. From the Contacts list, tap the contact and then tap the Pin  icon. Once you are finished viewing the map, open your browser again to return to Top Producer Mobile. Login to display a contact’s property on a map.

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Email, Text Messages and Phone Calls

Phone Calls and Email You can make a call or send an email from many areas in Top Producer Mobile by tapping the number/email address or appropriate icons ( / ). Immediately following the call/email, you will be prompted to wrap it up by recording the touchpoint and scheduling a follow-up activity. You can quickly make

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Finding Contacts

From the Contacts list you can search for a contact by their first/last/company name and contact type. You can also tap the first letter of the contact’s last name to locate them in the list, or display only your favorite contacts. Tip: Swiping a contact’s name provides a quick way to add a note or

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