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.

Market Snapshot events include:

  • How many Market Snapshots were sent and when.
  • If and when the contact viewed the Market Snapshot.
  • If the Market Snapshot generation succeeded.
  • A complete log of all other Market Snapshot events.

Listing Alert events include:

  • When price change, new listing or sold alerts are sent.
  • When consumers click to see more alert details or ask you for more info.
  • When consumers ask for a new snapshot or change their snapshot criteria.
  • When a consumer unsubscribes.

The Notifications Tab

To view a contact’s snapshot and alert events, just open their record > click the Notifications tab. You can view any snapshot or alert simply by clicking the related link.


Market Snapshot Summary

On the Summary tab of the record is the Market Snapshot Summary section, which shows an overview of Snapshot activity and provides links to view more information and create a new Snapshot.


Note: The Market Snapshot Summary section will only appear if a Market Snapshot event has been generated for this contact.

The Status is calculated automatically based on the last Market Snapshot event to occur for this record. Active means that they are receiving Snapshots normally. Inactive means there may be an issue preventing Snapshots from being generated. If the Status is Active, the frequency that the Snapshot is sent is displayed to the right.

Click here for a complete list of Events and the Status they generate
Market Snapshot Event Description Status Generated
Shapshot Requested A Snapshot has been requested for this contact. Neutral*
Snapshot Sent A Snapshot has been sent to this contact. Active
Snapshot Failed Generation of the Snapshot has failed. Inactive
Snapshot Viewed The recipient has viewed the Snapshot. Active
Snapshot Unsubscribed The consumer has unsubscribed from the Snapshot service. Inactive
Snapshot Rescheduled The Snapshot has been rescheduled or restarted. Active
Update Frequency Changed by Consumer The consumer has changed the frequency at which they receive Snapshots. Active
Snapshot Expired The Snapshot has expired (was not viewed) Inactive
Snapshot Stopped by Agent The Agent manually stopped the Snapshot for this contact. Inactive
Consumer Registered for a Community/School Report The consumer registered for a Community and School Report. Neutral*
Snapshot Update Frequency changed by Agent The Agent changed the frequency at which the consumer receives Snapshot updates. Active

*Please note that Neutral indicates this event will not affect the status for this contact.


Below the Status is the number of Snapshots sent and viewed. It also displays the date the last Snapshot was sent. View Snapshot will open the last sent Snapshot, View Details opens the Snapshot Details screen (also available in the Market Snapshot Control Panel), and Create New Snapshot opens a form where you can quickly generate a new Snapshot report for this contact.

Log in to view a contact’s snapshot history.

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