Top Producer® 8i CRM: 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:

  1. Click Home from the main menu bar.
  2. In the Sales Pipeline area, click the lead’s name to view their record.
  3. Call or send an email (the lead’s contact details appear in the header on the left). Alternatively, click Perform Action to create a Market Snapshot or apply an action plan.


    Tip: After contacting the lead, it’s recommended that you change the status to reflect where the lead is in the lead lifecycle. For more information on the statuses and when to assign new statuses, see Tracking the Lead Lifecycle Using Statuses.

Log in to follow-up on a lead.

Please rate this post

Click a star to rate this post out of five:

Average rating 0 / 5. Vote count: 0

No votes so far! Be the first to rate this post.

Sorry that this post was not useful for you!

Let us improve this post!

How can we improve this post? Please include your name and contact details if you would like us to reach out to you.

Still have questions? Please contact us at the information below.