Deleting a Lead

 

You can delete a lead from various areas in Top Producer Mobile, including when you edit or wrap up a lead. However, the quickest way to delete a lead is to use the following swipe method from the New Leads and Retry Leads lists.

  1. From the Home page tap Sales Pipeline.
  2. To delete a new lead, proceed to step 3. To delete a lead you have already followed up with, tap the Retry tab.
  3. Swipe the lead's name from left to right.
  4. Tap the Delete delete-icon icon.

delete-lead 

To swipe, press your finger against the
screen of your mobile device and quickly
drag your finger towards the right.

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