Contacts

Top Producer’s Contact Management feature enables you to store the important details you need to build strong, long-lasting relationships that lead to new and repeat business. The Contact Record provides quick access to contact and property information, opportunities they’re currently involved in, scheduled activities, and more.

Regardless of what stage your sales opportunities are in, the process of managing your leads and contacts—adding, editing, deleting, generating reports—is the same. This section focuses on these tasks. For details on managing the progress of your sales opportunities through the lead lifecycle, including how to view and follow up on new opportunities, see the Sales Pipeline section.

Article Title Play Video Mobile Steps
About Contacts, Leads, Prospects and Referrals    
Adding Contacts Video
Available
The Contact Record Header Video  
Editing a Contact Video Available
The Summary Tab Video  
Searching for Contacts Video Available
Cleaning Up Duplicate Contacts Video  
Attaching Documents with Google Drive and Dropbox    
The Things to Talk About Feature Video Available
Adding Additional Properties Video  
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