Category Archives : Sales Pipeline RSS feed for this section

Viewing New Leads

Leads appear in the Sales Pipeline area, organized by statuses that determine where they are in the lead lifecycle. There are four lists available—New, Engage, Active and Closed. Leads remain on...

Following Up on a Lead

When a lead has requested information, timely follow up is crucial. Whenever a lead is received in Top Producer Mobile, it appears on the New leads list, where you can view the key details you ne...

Adding Leads

In addition to receiving leads from your lead providers and web lead forms, you can also manually add leads in Top Producer. Whether you’re adding information on new leads or long-time clients, ...

Deleting a Lead

You can delete a lead from various areas in Top Producer Mobile, including when you edit or wrap up a lead. However, the quickest way to delete a lead is to use the following swipe method from the Sal...