Contacts FAQ

From the Contacts list, tap A-Z and then tap the Favorites  icon.

1. From the Contacts list, tap the contact you want to mark as a favorite.
2. 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 desktop data, leads received from lead providers and those entered in Top Producer desktop will appear in Top Producer 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 the "About Following Up and Incubating Leads" article for more information.

You can view and manage all activities associated with a contact from the Activities tab () in the Contact Record. From here you can record completed activities, and add, prioritize and delete activities.

You can view a contact's associates from the Family & Friends tab () in the Contact Record. However, associates must be added/deleted from the Top Producer desktop application.

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.

1. Indicates the contact's primary property. Tap the property to view additional details, including features and tax information.
2. Indicates a closing exists for the property. Tap the property to view the Closing Record.
3. Indicates a listed property. Tap the property to view the Listing Record.

You can modify the address of a contact's primary property while editing a contact. However, any other changes must be made in the Top Producer desktop application.

For now, you have to delete the number while editing a contact.

1. From the Contacts list, tap the contact you want to edit.
2. From the Contact Record, tap the Edit  icon.
3. Tap the phone number you want to remove to display the keypad.
4. Manually remove the phone number using the keypad's backspace key.

Yes, just like other changes you make in Top Producer Mobile, deleting a contact automatically removes the record from the Top Producer desktop application.