From the Contacts list, tap A-Z and then tap the Favorites icon.
- From the Contacts list, tap the contact you want to mark as a favorite.
- From the Contact Record, tap the Favorites icon.
No, you can only search by one criteria at a time (i.e. contact type, favorite contacts or name).
Yes, from the Contacts list, tap Type > All Types > enter the contact type(s) in the available field on the Select Types page.
Yes, since you are accessing your Top Producer CRM data, leads received from lead providers and those entered in Top Producer CRM will appear in Top Producer CRM Mobile. Leads appear in the Sales Pipeline area separated from your regular contacts, where you can quickly follow up and begin the incubation process.
While leads can be viewed and edited from the Contacts list, it is advisable to view and follow up on leads from the Sales Pipeline area (accessed by tapping Sales Pipeline from the Home page). From here, you will be provided with all the details you need to make the first touchpoint successful, and be guided through the process of qualifying and incubating a lead. See About Following Up and Incubating Leads for more information.
There are six statuses you can use to identify where your sales opportunities are in their lifecycle (see Tracking the Lead Lifecycle Using Statuses). Using these statuses you will know exactly what stage a contact is in, enabling you to easily address the unique needs of each stage.
With the exception of the New status, which is automatically assigned to new leads you enter and those you receive from your lead providers, you decide when to move a lead or contact to the next stage.
Yes, the date represents the last action you performed for a contact. Actions include when you:
- Added the contact
- Marked an activity done
- Added a note
- Sent a Market Snapshot
- Changed the contact’s status
In the example below, a note was the last action performed.
The Take Action button just provides quick access to the different ways you could reach out to a contact. Tap to call, send a text message, email or send a Market Snapshot.
If you send an email, you have the option of writing your own or sending one of our quick email templates. And after you do any of these, you will be prompted to wrap it up and schedule the next touchpoint!
You can view and manage all activities associated with a contact from the Activities tab () in the contact record. From here you can apply plans, record completed activities, and add, prioritize and delete activities.
Yes, you can apply plans from the Activities tab in the contact record.
You can also apply plans to new leads from the Sales Pipeline. For more information on applying plans, see Applying an Action Plan to a Contact.
You can view a contact’s associates from the Family & Friends tab () in the contact record. However, associates must be added/deleted in Top Producer CRM.
Any properties associated with the contact appear in the Properties tab () in the Contact Record. If a listing or closing exists for a property, an indicator appears.
You can modify the address of a contact’s primary property while editing a contact. However, any other changes must be made in Top Producer CRM.
Yes, from the contact’s record, just tap the photo area and select where you want to upload a picture from.
For now, you have to delete the number while editing a contact.
- From the Contacts list, tap the contact you want to edit.
- From the Contact Record, tap the Edit icon.
- Tap the phone number you want to remove to display the keypad.
- Manually remove the phone number using the keypad’s backspace key.
Yes, just like other changes you make in Top Producer CRM Mobile, deleting a contact automatically removes the record from Top Producer CRM.