You can apply plans to existing contacts and new leads you receive.

Contact Record: From the Activitiesactivities-tab tab, tap the Apply Plan apply-plan-icon icon > select the plan > tap Save.

apply-plan

Tip: To apply a plan to a new lead, from the New tab in the Sales Pipeline, tap the lead > tap the Apply Plan apply-plan-icon icon > select the plan > tap Save.

If you see the message below when you try to apply a plan, it just means that you haven’t set up any personal plans.

no-personal-plans

You just need to create a new plan (in Top Producer CRM, go to Calendar > Plans Manager > Create Plan), or copy an existing plan:

  1. In Top Producer CRM, go to Calendar > Plans Manager.
  2. Select the tab that contains the plan you want > click Copy action plancopy-plan-icon beside the plan.
  3. From the Create Personal Copy page, enter a name > click Save & Close.
  4. You can now apply this plan to contacts in Top Producer CRM Mobile!

FAQs


Where can I apply a plan in Top Producer Mobile?

You can apply plans from the Activitiesactivities-tab tab in the Contact Record.

apply-plan

You can also apply plans to new leads from the Sales Pipeline.

apply-plan-lead

I've applied a plan but just see “Applying, check back in a few minutes” and no plan activities. Why is this?

When you apply a plan, it can take up to 10 minutes for the plan to be applied—but rest assured it will be! You can still work in Top Producer Mobile CRM (or not) while the plan is being applied.

Once the plan is applied, the list of activities appear below the applied plan in the contact’s Activities activities-tab tab.

Can I apply a plan when creating a contact?

No, but you can easily apply a plan from the contact’s Activitiesactivities-tab tab and the New Lead page.

Where do I view the plan's activities?

Once the plan is applied to the contact, the list of activities appear below the applied plan in the contact’s Activities activities-tab tab.

When I applied a plan, the start date was set to today's date. Can I change the plan start date in Top Producer CRM Mobile?

No, it’s assumed that when you apply a plan in Top Producer CRM Mobile, you want the plan active immediately. If you want a different plan start date, it’s recommended that you apply the plan in Top Producer CRM.

If you already applied the plan in Top Producer CRM Mobile and want to change the date, the easiest way is to remove the plan and apply it again in Top Producer CRM. (From the contact’s Activities tab in Top Producer CRM, click Select Action Plans > clear the check box beside the plan > click Save. You can then apply the plan again by clicking Select Action Plans > selecting the plan > setting a different start date.)

Can I apply listing and closing plans in Top Producer CRM Mobile?

No, you can’t apply listing or closing plans in Top Producer CRM Mobile.

Can I create plans in Top Producer Mobile CRM?

No, but you can apply plans and modify their activities in Top Producer CRM Mobile.

If I remove a plan in Top Producer Mobile CRM, will completed activities from this plan be kept or removed?

When you remove a plan, activities that you’ve already completed will be kept for your records.

Tip: To view activities you’ve completed for a contact, just tap the Activitiesactivities-tab tab again (one tap displays incomplete activities, while two taps displays completed activities).

Can I apply multiple plans to a contact in Top Producer CRM Mobile?

Yes, but you can only apply one plan at a time (select the plan > save it > then apply the next plan).

Can I remove an action plan in Top Producer CRM Mobile?

Yes, you can remove a plan from the contact’s Activities activities-tab tab by clicking the Remove Plan remove-plan-icon icon.

remove-plan