Top Producer Mobile: Sending a Market Snapshot

  • January 27, 2020  |   < 1 minute read

If you have a Market Snapshot license, you can send a Market Snapshot to a contact/lead from various areas in Top Producer Mobile. Immediately after the snapshot is successfully sent, you will be prompted to wrap it up by recording any details and scheduling a follow-up activity.

To send a Market Snapshot, tap the Send Market Snapshot button in the Contact Record (shown below). 

ms-contact-record

Tip: You can also send a  Market Snapshot while following up on a new lead, and from the Home page by tapping the Add add-icon icon and then tapping the Market Snapshot ms-icon icon.

Log in to send a snapshot.

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