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Can a team track leads within TOP PRODUCER 7i?
Question:  I am trying (with great failure) to help a team produce a lead report that has not only the lead name and contact information but also a contact history and whom the lead is assigned to. Anyone have any ideas?
Answer:  While you can define the assignment of leads from the lead manager, when you print a report, they are all assigned to the currently logged on user in the report.  While you could sort on the Assigned To field, then select only the leads assigned to a particular person (Team Member #1), and then make the report, the report will always say assigned to the currently logged on user (who might be Team Member #5).  Therefore, you must log into TOP PRODUCER 7i as Team Member #???, filter the data by Assigned to "Team Member #???", and generate a report if you desire that the lead report reflect "Team Member #???" 's name.   Additionally, there is no way to modify this report, therefore you can't show any past history on one of your followed up leads. 
If you want to see the contact information and the contact history, the only way I can see doing this is as follows: ... more

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