Top Producer CRM makes it easy to quickly and effectively follow up and develop new leads. In a matter of minutes, you can view new lead details, contact them and schedule a follow-up activity to ensure qualified leads are moved through the Sales Pipeline.

  1. Be notified immediately when new leads are received:

  2. Since timely follow-up is crucial, enable Lead Alerts to be immediately notified via email and/or text message whenever a new lead is received.

    lead-alerts

  3. Contact and qualify the lead:

  4. After receiving a lead alert, check the New tab in the Sales Pipeline area (accessed by clicking Home from the main menu).

    sales-pipeline

    Open the Lead Record to display the key details you need to effectively follow up. Call or email the lead or click Perform Action to create a Market Snapshot or apply an action plan.

  5. Record qualified leads by updating the contact’s status:

  6. Immediately after contacting a lead, update their status to reflect what stage they are in.

    contact-status

    Tip: Move the status to Engage if not yet qualified, Active for a short-term opportunity, or Future for a long-term opportunity.

  7. Schedule a follow-up activity to begin the development process:

  8. Immediately after contacting a lead, schedule a follow-up activity to ensure regular contact.

    schedule-follow-up

  9. Get a clear picture of your pipeline at any time:

  10. See which sources provide the most leads, where most of your leads are in your pipeline, and your conversion rate*. (Just click the Home menu item > Pipeline Status Report to generate the report.)

    *Based on how many have a Closed pipeline status.

    pipeline-report