Top Producer® 8i CRM: Follow-up Coach
Okay, so you know that consistent communication with core groups is key to achieve repeat business and referrals, but you’re busy. We get it! Coming up with a system that […]
Read More...Subcategory: Referrals
Top Producer® 8i CRM: Cleaning Up Duplicate Contacts
Since we offer multiple ways for you to get your contacts in Top Producer CRM, you may find your contact list contains a lot of duplicates. Top Producer CRM makes […]
Read More...How to Export Contacts from Top Producer® 8i CRM
This article will provide information about exporting contacts from Top Producer CRM into a .csv (Comma Separated Value) file that can be edited and saved locally on your computer. A […]
Read More...Top Producer® 8i CRM: Wrapping Up Calls/To-dos for a Contact
Had a conversation with a client or performed a task and now want to record the details and schedule a follow-up task? No problem! You can wrap up a task […]
Read More...Top Producer® 8i CRM: Adding Additional Properties
When adding a contact in Top Prodcuer CRM using the Add Contact form, it is only possible to add the contact’s Primary Property. You can add additional properties to the […]
Read More...Top Producer® 8i CRM: Adding Contacts
Regardless of what stage your sales opportunities are in, entering as much information as possible will help you later in the sales cycle. Whether you’re entering a new lead or […]
Read More...Top Producer® 8i CRM: Searching for Contacts
Once you’ve entered your contacts in Top Producer CRM you’ll want to be able to quickly find them so you can start using them productively in all your day-to-day activities. […]
Read More...Top Producer® 8i CRM: The Contact Record Header
The header appears at the top of every contact record and provides both summary information and options to perform actions for the contact. The majority of information displayed in the […]
Read More...Top Producer® 8i CRM: The Summary Tab
Contact records are the central hub of information within Top Producer CRM. They provide you with a one stop place to track and follow up with your clients. Since there […]
Read More...Top Producer® 8i CRM: Editing a Contact
Once you’ve entered your contacts into Top Producer, you can go back at any time to edit them or add more details. When you open an existing contact record the […]
Read More...Viewing a Contact’s Market Snapshot History in Top Producer® 8i CRM
If you subscribe to both Market Snapshot and Top Producer CRM and have integrated them, you can view a contact’s Market Snapshot and Listing Alert events inside their contact record. […]
Read More...Top Producer® 8i CRM: Entering Important Dates for Your Contacts
Of course you have more than just birthdays to remember, which is why we’ve given you an easy way to enter important dates for anything you want. The important date […]
Read More...Top Producer® 8i CRM: Contact Types
Contact Types are a powerful tool for helping to organize all of the contacts in your database. Think of a contact type like a category, label, or group that you […]
Read More...Top Producer® 8i CRM: Attaching Documents with Google Drive and Dropbox
There’s no doubt that there are significant benefits to storing your important documents and files in Google Drive and Dropbox, including the ability to access your files anywhere and share […]
Read More...Top Producer® 8i CRM: Advanced Search
Most of the time, you will be able to locate the contacts you need by using the Quick Search feature or the Contacts list available on the right of many […]
Read More...Top Producer® 8i CRM: Chrome Autofilling Username into Unrelated Fields
There is a current issue with the Chrome browser autopopulating saved usernames into non-username related fields. This can result in unexpected behavior, for example inaccurate search results due to the […]
Read More...Top Producer® 8i CRM: The Things to Talk About Feature
The Things to Talk About option is available at the top right of the Contact Record Header. Clicking the option will display one of two screens: Search Listing Data, or […]
Read More...Top Producer® 8i CRM: View and Edit Multiple Records
Top Producer CRM allows you to view and edit multiple records in several easy ways – you can mass open as many records as you want and then click Next […]
Read More...Top Producer® 8i CRM: Adding Notes to a Contact Record
Adding notes is a great way to keep track of conversations you’ve had, details about family and recent events, information about a personalized mail out you sent, or anything else […]
Read More...Top Producer® 8i CRM: Adding Family and Friends to a Contact Record
While a contact record can only have one Primary Contact Name, you can add as many family and friends as needed – which is useful for keeping track of family […]
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