Top Producer Mobile: 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 […]
Read More...Top Producer Mobile: Deleting a Lead
You can delete a lead from various areas in Top Producer Mobile, including when you edit or wrap up a lead. However, the quickest way to delete a lead is […]
Read More...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 […]
Read More...Top Producer Mobile: About Following Up and Developing New Leads
Top Producer Mobile 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 […]
Read More...Top Producer Mobile: Following Up on a Lead
When a lead has requested information, timely follow up is crucial. Whenever a lead is received in Top Producer Mobile, it appears on the New leads list, where you can […]
Read More...Top Producer Mobile: Wrapping Up and Qualifying a Lead
Immediately after you follow up with a lead (i.e. a contact with a status of New or Engage) by placing a call or sending an email, text message or Market […]
Read More...Top Producer Mobile: Viewing New Leads
Leads appear in the Sales Pipeline area, organized by statuses that determine where they are in the lead lifecycle. There are four lists available-New, Engage, Active and Closed. Leads remain […]
Read More...