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 Closed. Leads remain on
Read More...Top Producer CRM 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
Read More...In addition to receiving leads from your lead providers and web lead forms, you can also manually add leads in Top Producer CRM. Whether you’re entering new leads or long-time
Read More...When a lead has requested information, timely follow-up is crucial. Whenever a lead is received in Top Producer CRM, it appears on the New tab in the Sales Pipeline, where
Read More...The lead workflow in Top Producer helps you manage your sales opportunities from the minute a lead is entered in the system to the completion of a transaction. Watch the
Read More...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
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