User guide

Leads
Top Producer for BlackBerry 58
Creating a Lead
When you add a new lead, it will automatically be given New
status until you follow it up.
Adding a Lead To add a lead:
1 Select the Leads tab.
2 Select a lead from the list.
3 From the main menu, select Add.
4In the Source field, enter the lead’s source by
selecting an item from the pick list. Note that
Source is a required field.
Tip: Adding the lead's source will help you
determine which lead-generating methods
are bringing in the most leads.
Also note that referrals can’t be created on
the handheld. Please synchronize the device
and then use Top Producer 7i to create
referrals.
5 Enter the lead’s information. For more information,
see “Creating a New Contact Entry” on page 39.
6 When you are finished, select Save.
The contact will now appear in the Leads list, ready for
follow-up.