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Top Producer CRM currently supports over 140 lead providers. Depending on the provider, the setup process varies. We recommend you review the Qualified providers in this list to see if you should complete the setup in the Lead Provider Setup section (as outlined below), or use another method.
If your provider appears in the first list, follow the steps in the Directing Leads from Other Sources article to funnel leads into Top Producer CRM. If your provider appears in the second list, follow the steps below to set up your lead provider.
To set up a lead provider:
- Go to the Account Menu and select Settings.
- Click the Contacts tab.
Click the My Leads sub-tab.
In the Lead Provider Setup section, click the Add Lead Provider link at the bottom.
- Select the Lead provider name from the drop-down list.
- Enter your username and password as instructed by your lead provider.
Click Add Lead Provider.
Note: Some providers also require configuration be completed from within the lead provider’s control panel or account. If this is necessary, please contact your Lead Provider for more information.
The green icon confirms that the setup was successful. The red icon communicates a problem in the connection. If the username or password is incorrect, Top Producer CRM will provide an error message: