Top Producer® X CRM: Transactions & Property Insights

Importing Top Producer® 8i CRM Closings

Import closings from Top Producer® 8i CRM in to Top Producer® X CRM to have them available to you under Transactions. The new transactions will include the important details of […]

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Adding a Property

Keep track of a contact’s primary and secondary properties by adding them to the contact record. To add the property, following the steps below. Click Add Property in the Properties […]

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Adding a Transaction

Stay organized and on top of your business by adding transactions to Top Producer® X CRM. You can import a transaction from your MLS, add a transaction manually, or create […]

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Transactions

Manage your listings and closings in Transactions (Log in > Transactions). View statistics, add notes, tasks and more. For information on how to add a transaction, see Adding a Transaction. […]

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Property Insights for Home Buyers

Approach each conversation with more insight and information than ever before by tracking your buyers’ interested properties under Property Insights in the contact record. Note: Before using this feature, first […]

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