Adding Contacts and Activities from the Dashboard

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

You can quickly add a contact or activity (i.e., an appointment, call or to-do activity).

To add a contact

Note:  Top Producer 7i will not check for duplicate contacts when a contact is entered from the Dashboard. If you need to determine if a contact already exists, search or look for the contact in the Contacts section.

1. In the Quick Entry section, click the Contact tab.

2. Enter the contact's first and last name.

3. In the Contact info section, complete the following:

1. From the drop-down list, select the type of contact information you want to enter (for example, home phone number or email address).

2. In the text field below, enter the primary method of contact (either a phone number or email address).

4. From the Source field, select the origin of the contact.

Tip:  Entering a source (for example, your web page) will help you determine where new business is coming from. If you enter a source, the contact will be marked as a lead and will appear in the Lead manager, ready for follow up.

5. In the Note section, enter any comments or details about the contact.

6. Click Save.

To add an activity

You can add an appointment, call or to-do activity.

1. In the Quick Entry section, click the Activity tab.

2. From the Type drop-down list, select whether you are adding an Appointment, Call or To-do.

3. Enter the activity's Description.

4. Select the activity's Date.

Note:  If you are creating a to-do activity, skip to step 6.

5. Enter the activity's Start time and End time.

6. Click Save.