About Contacts, Leads and Referrals

Contacts and Leads

Top Producer’s Contact Management feature enables you to store the important details you need to build strong, long-lasting relationships that lead to new and repeat business. Regardless of what stage your sales opportunities are in, the process of managing your leads and contacts—adding, editing, deleting, generating reports—is the same.

While the Contacts feature is handy for storing phone numbers and mailing addresses, its real power lies in its ability to:

Referrals

The Referrals feature allows you to track referral connections between existing contacts in your database. You can track referral sources, view the referred contact details and the specifics of each referral agreement. The detailed statistics and history information help you to see which referrals have brought you the most business.

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