Boldleads

Get to know the basics with a few helpful tips and tricks along the way!

Follow

How Do I Import Leads to Top Producer?

Boldleads has an API integration with Top Producer!

Here's how to import your Leads into Top Producer.

First, go to your Top Producer account and grab your Top Producer Username.  Then, follow the below instructions to add the information to your BoldLeads Account.

STEP 1:  Navigate to the Settings Tab.

AccountSettings2.png

STEP 2:  Click Connect Your CRM on the left-hand side of the page.

ConnectYourCRM.png

STEP 3:  Paste in your Top Producer Username.

TopProducerUsername.png

STEP 4:  Select either Transfer all Current and New Leads or Transfer New Leads Only.

TopProducerTransfer.png

STEP 5:  Locate the button labeled "Send Partial Leads to your CRM?" at the bottom of the page and select YES or NO.

SendPartials.png

STEP 6:  Finally, click Save Settings at the bottom of the page.

SaveSettings.png

What happens next? 

BoldLeads will send the Leads to Top Producer. Inside Top Producer, the Leads will be labeled as "BoldLeads" inside the lead source column.

Once a Lead has been transferred from BoldLeads to Top Producer, a note is added to the Lead's Timeline under the Lead Profile View.

TopProducerNote.png

IMPORTANT! There's typically a delay to send the Lead information over to Top Producer. However, this process could take longer based on external factors outside of our network. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Article is closed for comments.