Sales Pipeline


Top Producer Mobile: 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 […]

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Top Producer Mobile: 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 […]

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Top Producer Mobile: 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 […]

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