Contacts

Maintaining your Contact Database is vital to the success of your business. Information in Contact Records is used in the majority of Top Producer features. This section covers all of the topics you'll need to maintain your contacts. Not yet sure of the difference between the record types in Top Producer? Start with the Contacts, Leads, Prospects, and Referrals article. We also recommend you take a look at all of the available Top Producer Video Tutorials.

Article Title Play Video Mobile Steps
Deleting a Single Contact   Available
Mass Deleting Contacts   Available
Viewing Action Plan Details    
View and Edit Multiple Records    
Suggested Next Action    
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