Phone Calls and Email
You can make a call or send an email from many areas in Top Producer Mobile by tapping the number/email address or appropriate icons ( / ). Immediately following the call/email, you will be prompted to wrap it up by recording the touchpoint and scheduling a follow-up activity.
You can quickly make a call or send an email from the Contacts list:
- Swipe the contact’s name from left to right.
- Tap the Phone or Email icon.
Text Messages (SMS)
You can send a text message after you have entered a mobile number for the contact. Immediately after sending the text message, you will be prompted to wrap it up by recording the touchpoint and scheduling a follow-up activity.
From the Contacts list, tap the contact and then tap the SMS icon.
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