The Top Producer 8i system makes use of the Notes tab in a number of different places. From the Notes tab you can make notes concerning referrals, listings and closings. Notes for contacts are entered from the Contact Record's Summary tab.
FEATURE |
ROUTE |
Referrals |
From the Referral Record screen, select the Notes tab. |
Listings |
From the Listing Record screen, select the Notes tab. |
Closings |
From the Closing Record screen, select the Notes tab. |
FEATURE |
PROCEDURES |
Referrals/Listings/Closings |
ICON |
COMMENT |
Delete the note. |