Automatic Follow-up for realtor.com® and FiveStreet Leads

If you subscribe to Market Snapshot and Top Producer CRM, you can set Top Producer CRM to automatically send a personalized Market Snapshot to leads received through your realtor.com® and FiveStreet accounts.

Setting Up Market Snapshot Auto-fulfillment

You can set up Market Snapshot auto-fulfillment in three easy steps:

1. Ensure that integration between Market Snapshot and Top Producer CRM is set up. In Market Snapshot, go to Setup > Top Producer® 7i/8i® account and enter your Top Producer CRM username and password.
2. Ensure integration is set up between your realtor.com® and/or FiveStreet accounts and Top Producer CRM:
   • Integrate realtor.com®: See Lead Integration for steps on connecting your account.
   • Integrate FiveStreet: Log in to the FiveStreet Control Panel, click the Account menu, click Add-Ons & Integrations, click the Configure button next to Top Producer, and follow the on-screen instructions.
3. Enable Market Snapshot auto-fulfillment. In Top Producer^® 8i CRM, go to the Account menu and click Settings. Go to Contacts > Lead Setup and enable this feature in the Market Snapshot Auto-fulfillment area.

Once you’ve completed the above three steps, follow up on your realtor.com® and FiveStreet inquiries will be automatic. In addition, Lead Records and follow-up activities will automatically be created in Top Producer CRM to ensure you never forget to follow up on important leads.

Log in to set up auto-fulfillment.