Sales Pipeline

Viewing New Leads

Leads appear in the Sales Pipeline area, organized by statuses that determine where they are in the lead lifecycle. There are five lists available—New, Engage, Future, Active and Closed.  Leads remain on these lists until you decide when they are ready to move to the next stage and change their status. For more information on the statuses

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Tracking the Lead Lifecycle Using Statuses

Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Available Contact Statuses Watch the Video: There are seven statuses available to describe the state of a lead

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Following Up on a Lead

When a lead has requested information, timely follow-up is crucial. Whenever a lead is received in Top Producer CRM, it appears on the New tab in the Sales Pipeline, where you can view the key details you need to effectively follow up. To follow up on a lead: Click Home from the main menu bar.

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About Following Up and Developing New Leads

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. Be notified immediately when new leads are received: Since timely follow-up

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About the Sales Pipeline and Lead Flow

The lead workflow in Top Producer helps you manage your sales opportunities from the minute a lead is entered in the system to the completion of a transaction. Watch the video for a quick overview of the features. Watch the Video: Track the progress of your sales opportunities using statuses Using seven statuses you can

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Adding a Lead

In addition to receiving leads from your lead providers and web lead forms, you can also manually add leads in Top Producer CRM. Whether you’re entering new leads or long-time clients, the process is the same. The only difference are the statuses you apply that identify where they are in the lead lifecycle. For more

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