Sales Pipeline

Top Producer® 8i CRM: 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 […]


Top Producer® 8i CRM: 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 […]