Prospect Management

Viewing your Prospect List

There are two areas in Top Producer CRM where you can view your list of prospects – the My Prospects tab on the Dashboard and the Prospect List page (via the Calendar > Prospect List menu item). The number of prospects displayed in these two lists varies. My Prospects: This is a short list of

Read More...

Refreshing your Prospect List

Your Prospect List is refreshed when you apply or add a custom rule. In addition, contacts that you manually add to your Prospect List appear immediately in the list. However, those added because they match criteria you have applied will not appear in the list until you refresh it. It is recommended that you refresh

Read More...

Removing Contacts From your Prospect List

You can remove a single contact from your Prospect List, or remove multiple contacts. As soon as you remove records from the Prospect List, the list is immediately updated to no longer include that record. You do not have to refresh the Prospect List after removing records. Note: After refreshing the list, any contacts meeting

Read More...

Managing your Prospecting Activities

Once you begin your prospecting efforts, it’s important to keep track of the actions you have taken by marking activities done. You can also record the details from any conversations you have had, and schedule a follow-up call so you can ensure regular communication with the prospect continues. Tip: Any notes you have recorded, prospecting

Read More...

Manually Adding Contacts to your Prospect List

If contacts meet the criteria you have chosen to apply, they are automatically added to your Prospect List. However, you can also manually add contacts to your Prospect List. Note: As soon as you add records to the Prospect List, these records appear in the list. You do not have to refresh the Prospect List

Read More...

How to Generate a Prospect List using Custom Criteria

You can define your own custom criteria, which can be based on contact status values and the frequency of Market Snapshot views. For information about using pre-defined criteria, see How to Generate a Prospect List using Pre-defined Criteria. You can access the Custom Rules from within the Prospect List: From the main menu, hover over the

Read More...

How to Generate a Prospect List using Pre-Defined Criteria

If contacts meet the pre-defined criteria you have chosen to apply, they are added to your Prospect List for follow up. To apply pre-defined criteria From the main menu, hover over the Calendar menu and click Prospect List. Click the Edit Settings Link. Click the Basic or Advanced tab. Select the check boxes adjacent to

Read More...

Excluding Contacts From your Prospect List

If you Remove contacts from your Prospect List, after you refresh the list, the contacts meeting the criteria you have applied will reappear unless you exclude them. Excluding contacts from your Prospect List prevents them from appearing on all future lists. You can always choose to include records again in the future. To exclude contacts

Read More...

Creating a Prospect Report

There are three prospect reports available to help keep you organized and on top of your prospecting efforts – the Prospect List, Prospect Activity Report and the Excluded from Prospect List report. How to create a Prospect Report: From the main menu, hover over the Calendar menu and click Prospect List. Click the Create Report

Read More...

Available Pre-Defined Criteria

Below is a list of each available pre-defined criteria (rule) that can be used for selecting contacts to be included in your Prospect List. For information about applying or removing these criteria, see How to Generate a Prospect List using Pre-defined Criteria. Options Criteria Description Details Basic Options New contacts or leads that have never

Read More...

Available Prospect Reports

The following table defines the Prospect reports available in Top Producer CRM, a description of these reports, and the locations from which the report can be produced. All reports can be produced from the My Business Area and the Prospect List Screen Report Name Report description Prospect List A report that displays a list of

Read More...

About the Prospect List

The Prospect List feature compiles a list of contacts that match specific criteria, indicating that follow-up is needed. Use this list as a reminder, and as an organizational tool, for determining who you should be contacting to help grow your business and maintain relationships. Automatically Include Prospects: Determine the contacts that are included in your

Read More...