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.