Editing a Lead
The primary goal with leads in Top Producer Mobile is to quickly and effectively reach out to them and qualify them as contacts. Once you qualify a lead as a contact, they are automatically converted to a contact and appear in your Contacts list.
During the time before you qualify your leads, however, there may be a need for you to edit their record. For example, the lead gave you an alternate phone number when you made contact.
- To edit a lead, from the Home page tap Sales Pipeline.
- Tap the Retry tab.
- Tap the lead's name, and then tap the Edit
icon.
Tip: From the Lead Record (see above) you can display their property on a map 
and add a note (tap the Notes 
tab > Add Note 
).
