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
Changing the Status of Your Leads    
Applying or Removing an Action Plan for a Lead Video  
Available Lead Reports    
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