Top Producer Mobile: Adding Leads

In addition to receiving leads from your lead providers and web lead forms, you can also manually add leads in Top Producer.

Whether you’re adding information on new leads or long-time clients, the process is the same. The only difference is the status you apply that identifies where the lead is in the lead lifecycle.

To add a lead:

  1. From the Home page, tap Sales Pipeline.
  2. Tap the Add Contact add-contact-icon icon.
  3. Enter the lead details. Select a status of either New (never contacted) or Engage (contacted, but not yet qualified).

    add-lead

Tip: For more information on using statuses to track the progress of your sales opportunities, see Tracking the Lead Lifecycle Using Statuses.

Log in to add leads.


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