Working with Leads from the Dashboard

To open the Dashboard: From the main menu, click Home.

The Today's New Leads section displays any new leads you have received each time you open Top Producer 7i . Perform follow-up actions, such as applying an action plan, creating a presentation and sending an email. You can also access a lead's contact record and the Lead manager from the Dashboard.

Additionally, you can quickly add a lead from the Dashboard. For more information, see "Adding Contacts and Activities from the Dashboard".

Note:  If there are no new leads, the Today's New Leads section won't be displayed.

To work with leads from the dashboard

  1. From the Show drop-down list, select whose leads you want to view.

    2. Note:  This drop-down list is only available if you are subscribed to a team or partnership version.

  2. If many leads are listed, click Expand to view more leads. Click Collapse to return to the previous view.

  3. Click the lead's name to display their details below in the Contacts section.

  4. Double-click the lead's name to view their contact record. For more information, see "Viewing or editing a contact".

  5. Click Go to Lead manager to display the Lead manager.

  6. Click the View/Edit icon adjacent to a lead to modify it. For more information, see "Viewing or editing a contact".

  7. Click the Create presentation icon adjacent to a lead to create a CMA, Home Market Report, Buyer presentation or Community Report.

    8. Tip:  If the lead does not have address information entered in their record, double-click the lead's name to enter address details.

  8. Click the Apply action plan icon adjacent to a lead to apply an action plan. For more information, see "Applying plans".

  9. If the lead's email address is displayed in the Contact info column, click it to send an email to that lead. For more information, see "Composing an email message".