Sales Pipeline

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 these lists until you decide when they are ready to move to the next stage and change their status. For more information on the

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Wrapping Up and Qualifying a Lead

Immediately after you follow up with a lead (i.e. a contact with a status of New or Engage) by placing a call or sending an email, text message or Market Snapshot, you will be asked if contact was successful and whether you qualified the lead and want to schedule a follow-up activity. Contact with the

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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 need to effectively follow up. Immediately after attempting contact, you will be asked if you want to qualify the lead

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Tracking the Lead Lifecycle Using Statuses

Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to contact new leads immediately, target specific groups, and get an accurate view of your Sales Pipeline. Available Contact Statuses There are

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About Following Up and Developing New Leads

Top Producer Mobile makes it easy to quickly and effectively follow up and develop new leads. In a matter of minutes, you can view new lead details, contact them and schedule a follow-up activity to ensure qualified leads are moved through the Sales Pipeline. 1) Be notified immediately when new leads are received: Since timely

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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, the process is the same. The only difference is the status you apply that identifies where the lead is in the lead lifecycle.

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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 Sales Pipeline. From the Home page, tap Sales Pipeline. Select the tab that contains the lead you

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