Top Producer^® 8i CRM: Editing a Listing

This tab contains address details for the property. You can edit the details by clicking into a field or clicking the Edit Property Address link at the bottom of the page. Click the Save Property Address button to save any changes.

This tab is the administrative center of the listing record that holds the MLS number, status, list price, number of days on market, listing expiration date, showing information, and more. Click the Save Listing Information button to save any changes.

This tab gives you space to enter as much detail about the property as you can. You can add more data like room dimensions, community info, construction & materials, or financial and legal information. The details you add can be used in your feature sheets, open house, or just listed flyers.

Click into a field to add or change information. Once you’re satisfied with the changes, click the Save Property Details button.

This tab allows you to add any other listing parties, such as co-owners. Click the Add Listing Party link to open the Contacts Look-up tool to the right of the form. Drag and drop the selected contact anywhere on the tab.

This tab allows you to track any scheduled and unscheduled activities, showings for the listing, and detailed service reports that include any actions you have taken on your client’s behalf. The tab is divided into 3 subtabs:

1. Activities subtab: View your preplanned activities, such as listing plan activities, or schedule another activity by clicking the Add Activity button.

   Tip: Adding a new activity from the Listing Details form automatically links it to the primary seller.

2. Service Activities and Showings subtab: View or create service activities or showings for the listing.

   Note: You can also view scheduled showings from the Listings landing page.

3. Service Reports subtab: You can create a report that includes service activities and selected scheduled activities to send to your customer.

If you imported photos along with listing data from the MLS, the photos appear in thumbnail view. To see a larger view and photo details, hover your mouse cursor over a photo.

Click the New Note field to add any additional information related to the listing. The saved note includes the person who created the note and the time it was saved. You can print out the notes by clicking the Print Notes link. Click on a note to edit it.