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Lead Manager: Top Producer Integration Beta

This page contains instructions on how to participate in our beta integration with Top Producer.

Once set up any leads that are first assigned to your user in the Lead Manager will be exported to Top Producer. Leads that are not assigned to your user will not be exported to top producer. Also if any of the lead's contact information is changed in our Lead Manager or they change it on your site, that information will be updated on Top Producer as well (only happens while lead is assigned to your user in the Lead Manger). This will only applies to information about the lead like Name, Address, Phone number… etc.

Think of this feature as an export tool rather than a syncronization. Lead activity and communication will not be exported to Top Producer, and activity on Top Producer will not be sent back to our Lead Manger. New leads will be sent to top producer as they are assigned.

After completing the following steps all new leads assigned to your user in the Lead Manager will be exported to your Top Producer account.

  1. Sign in to Top Producer.
  2. Click on Settings in the menu at the top-right by your name.
  3. Navigate to the Contacts Tab in the settings.
  4. Click Add lead provider on the bottom left.
  5. Fill in the info for the Real Geeks Beta.
    1. Select “Other” for Lead Provider Name
    2. Fill in Username with the email you use to sign in to the Lead Manager.
    3. Fill in Password and Confirm Password“with your password for the Lead Manager.
  6. Once all the appropriate information has been filled in, click the Add Lead Provider button.

Now the new should lead provider show up in the list above. If your email or password for the Lead Manager is entered incorrectly it should display a relevant error message.

Send any questions regarding the Top Producer Beta to support@realgeeks.com

lead_manger_top_producer_beta.1389062507.txt.gz · Last modified: 2014/01/07 02:41 by chris