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 five lists available—New, Engage, Future, Active and Close...

Following Up on a Lead

When a lead has requested information, timely follow-up is crucial. Whenever a lead is received in Top Producer, it appears on the New tab in the Sales Pipeline, where you can view the key details you...

Adding a Lead

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 entering new leads or long-time clients, the process i...