Contacts

Subcategory: Referrals

Top Producer® 8i CRM: Adding Contacts

Regardless of what stage your sales opportunities are in, entering as much information as possible will help you later in the sales cycle. Whether you’re entering a new lead or […]

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Top Producer® 8i CRM: Mass Deleting Contacts

WARNING: When you click the option to delete contacts, the Delete Contact confirmation dialog box appears. Read the contents of the dialog box carefully to ensure that you understand the […]

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Top Producer® 8i CRM: Suggested Next Action

Using the Contact Status feature, you can assign statuses to all of your sales opportunities to clearly define where leads are in their lifecycle. Based on this status, Top Producer provides […]

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Top Producer® 8i CRM: Contact Types

Contact Types are a powerful tool for helping to organize all of the contacts in your database. Think of a contact type like a category, label, or group that you […]

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