Top Producer® 8i CRM: Adding a Lead

  • July 20, 2020  |   < 1 minute read

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 information on managing your Sales Pipeline using the new statuses, see Tracking the Lead Lifecycle Using Statuses.

To add a lead:

  1. Go to Contacts > Add Lead.
  2. Select a status of either New (never contacted) or Engage (contacted, but not yet qualified).

  3. Enter the lead details. For more information, see Adding Contacts.

    add-lead

Log in to add 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.