Top Producer Mobile: 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 […]
Read More...Top Producer Mobile: 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. […]
Read More...Top Producer Mobile: 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 […]
Read More...Top Producer Mobile: 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 ( / […]
Read More...Top Producer Mobile: 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 […]
Read More...Top Producer Mobile: 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 […]
Read More...Top Producer Mobile: 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, […]
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