Phone Calls and Email

You can make a call or send an email from many areas in Top Producer Mobile by tapping the number/email address or appropriate icons (phone-icon / email-icon). Immediately following the call/email, you will be prompted to wrap it up by recording the touchpoint and scheduling a follow-up activity.

You can quickly make a call or send an email from the Contacts list:

call-email-contacts-list

  1. Swipe the contact’s name from left to right.
  2. Tap the Phone phone-icon or Email email-icon icon.

Text Messages (SMS)

You can send a text message after you have entered a mobile number for the contact. Immediately after sending the text message, you will be prompted to wrap it up by recording the touchpoint and scheduling a follow-up activity.

From the Contacts list, tap the contact and then tap the SMS sms-icon icon.

text-contact-record