Lead Management

Although Lead Records and Contact Records share many of the same features, Top Producer provides extra functionality to help you keep track of your leads and convert them to clients. This section contains information about the features specific to Leads. Not yet sure of the difference between the record types in Top Producer? Start with the Contacts, Leads, Prospects, and Referrals article. All Video Tutorials >

Article Title Play Video Mobile Steps
Creating a Lead    
Editing a Lead   Available
Managing your Leads   Available
Lead Qualification and Lead Quality Video
 
Lead Trends Video  
Searching Leads by Lead Quality    
Setting up Lead Alerts Video  
Creating a Web Lead Form    
Adding a Web Lead Form to a Website    
Converting a Lead to a Contact    
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