The Contacts Settings Tab

The Contacts Settings tab contains the tabs for controlling the duplicate contact check functionality and accessing the contact data conversion/import tools. You can also set up your lead providers so these leads are automatically pushed into Top Producer 8i, and set up lead alerts so you are notified each time a lead is received in 8i.

The following sub tabs are contained within the Contact Settings tab:

Contacts Setup Tab
Lead Setup Tab

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Settings	From the [User name] menu in the top right, select Settings, and then select the Contacts tab.

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
Settings	Defining Your Contact Settings Setting up Duplication Contact Checks Setting Up Lead Providers Adding Lead Providers Setting Lead Alerts Editing or Deleting a Lead Provider's Settings