From the Home page you can access your contacts, the Follow-up Coach, tasks, notes, leads and listing and closing information.

home-page

  1. Tap to access icons that enable you to quickly add a contact add-contact-icon, activity add-activity-icon, note add-note-icon or send a Market Snapshot add-ms-icon (if you have a Market Snapshot license).
  2. Tap to view your Contacts list, where you can search for and add contacts and view/edit their information.
  3. Tap to view the Follow-up Coach, where we give you 5 contacts you should reach out to each day.
  4. Tap to view and manage your call, appointment, listing, closing and to-do activities (tasks). You can view your tasks in either a Calendar or List view.
  5. Tap to view and manage your Notes list.
  6. Tap to view, follow up and qualify new leads.
  7. Tap to view your listing and closing information.

You can also access these areas from any page in Top Producer Mobile by tapping the appropriate icons (see below). You may have to scroll up to see these icons.

menu-icons

  1. Tap to access icons that enable you to quickly open the Contacts contacts-icon, Follow-up Coach follow-up-coach-icon, My Business my-business-icon, Notes notes-icon, Sales Pipeline pipeline-icon or Properties properties-icon area.
  2. Tap to access the Home page.
  3. Tap to access icons that enable you to quickly add a contact add-contact-icon, activity add-activity-icon, note add-note-icon or send a Market Snapshot add-ms-icon (if you have a Market Snapshot license).