User guide

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Table Of Contents
Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
What is Top Producer for BlackBerry?.................................................................. 2
About this Guide.................................................................................................... 3
Contacting Technical Support............................................................................... 4
Before You Start Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
System Requirements........................................................................................... 6
Performing Carrier Configuration .......................................................................... 7
Checklist for Getting Started ................................................................................. 9
Installing from Top Producer 7i . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Step 1 - Assign a License ................................................................................... 11
Step 2 - Set up Filters for Data Sent to the Handheld......................................... 13
Step 3 - Install the Software................................................................................ 14
Step 4 - Download Data onto your Handheld...................................................... 15
Step 5 - Start up Top Producer for BlackBerry.................................................... 20
Installing from Top Producer 8i . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Step 1 - Assign a License ................................................................................... 23
Step 2 - Define a Filter and Install the Software.................................................. 24
Step 3 - Download Data onto your Handheld...................................................... 26
Step 4 - Start up Top Producer for BlackBerry.................................................... 29
Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
About Contacts.................................................................................................... 31
Finding and Displaying Contacts......................................................................... 32
Creating a New Contact Entry............................................................................. 39
Sending Email and Placing and Receiving Calls ................................................ 41
Managing a Contact’s Properties........................................................................ 44
Managing Notes.................................................................................................. 48
Editing a Contact Entry ....................................................................................... 49
Adding a Contact to your Favorites List .............................................................. 50
Leads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
About Leads........................................................................................................ 52
Using the Leads Screen...................................................................................... 53
Creating a Lead................................................................................................... 58
Following-up on a Lead....................................................................................... 59
Editing a Lead Record......................................................................................... 60
Adding a Lead to Your Favorites List.................................................................. 61
Time Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
About Activities.................................................................................................... 63
Displaying Activities ............................................................................................ 64
Scheduling Activities ........................................................................................... 70