Learn how other REALTORS have used our products to improve their business.
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Click on the headings below for more information about each sub area.
Top Producer 7i login blocked by the Windows XP Service Pack 2 Pop-Up
blocker
Top Producer 7i login blocked by the Windows XP Service Pack
2 Pop-Up blocker
With the release of Service Pack 2 (SP2) for Microsoft Windows XP, a pop-up blocker
has been added to Internet Explorer. If you perform a Windows Update and apply SP2
to your Windows XP computer, a pop-up blocker will be installed and enabled on your
computer. This may cause an issue when you try to login to Top Producer 7i.
If the Windows XP SP2 pop-up blocker blocks your login to Top Producer 7i, you should
see an information bar beneath Internet Explorer's address bar, as shown here:
Follow these steps to configure the pop-up blocker so that it does not affect future
logins to Top Producer 7i:
- Close all open Internet Explorer windows.
- Open the Control Panel and double click Internet Options.
- Click on the Privacy tab. Look for the Pop-up blocker box at the
bottom of the window. Click on the Settings button in this box.
- The window below will be displayed:
 - Type www.topproduceronline.com into the Address Of Web
Site To Allow field and click Add. Ensure that www.topproduceronline.com
now appears in theAllowed Sites box.
- Click Close on the Pop-up Blocker settings dialog box and then
click Ok on the Internet Options window. Log into Top Producer
7i to ensure that the issue is resolved.
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Top Producer 7i downloads blocked after installing Windows XP Service
Pack 2
If you have upgraded to Windows XP Service Pack 2, you may be unable to download
files from Top Producer 7i, such as the Top Producer 7i for Palm client software
or the Data Transfer Wizard. If Internet Explorer has blocked your download, you
will see the message shown in the title bar at the top of this image:

While it is possible to click Download file..., in order to permanently
correct this issue you should add topproduceronline.com to Internet Explorer's trusted
sites list. Please follow these steps:
-
Close any open windows, including any Top Producer 7i windows.
-
Highlight Start, click Settings, and then double-click Control Panel.
- Double-click Internet Options.
-
Click on the Security tab. Select the Trusted sites
internet zone, and then click on the Sites button.
-
In the Add this web site to zone field, type in https://www.topproduceronline.com
and click Add.
-
Ensure that https://www.topproduceronline.com is now in the Web sites field.
Click Ok to close the Trusted Sites window, and then click
Ok again to close the Internet properties window.
-
Log into Top Producer 7i and retry the download.
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How do I convert my Top Producer 6i, System 6, or 5.1 desktop version
data into Top Producer 7i?
Converting data for use in Top Producer 7i
The instructions below will walk you through a checklist of steps to perform before
you convert your existing Top Producer data for use in Top Producer 7i.
Converting data from other applications
If you have data from another application or data source, for example, Microsoft
Outlook, Agent 2000, On-Line Agent, ACT!, PREP, PowerPak, Hot Marketer, Top Recruiter,
or a standard CSV (or ASCII) data file, please
click here.
Top Producer 5.1
If you are converting data from Top Producer 5.1 for Windows,
click here for instructions.
Converting Top Producer 6i or System 6 data for use in Top Producer 7i
Click the link below for instructions on how to upload and convert your Top Producer
6i or System 6 database.
Top Producer 6i/System 6 to Top Producer 7i Data Conversion
Instructions
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How do I convert data from a third-party application or data file
for use in Top Producer 7i?
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Importing third-party application data for use in Top Producer
7i
The instructions below will show you how to import your third-party application
data for use in Top Producer 7i.
Overview
There are four basic ways to import third-party application data into Top Producer
7i.
- Use one of the data filters provided in the Top Producer 7i Data Transfer Wizard
to import data from a supported application. See Section 1 below.
- Use the Online Software Conversion Wizard to import data from Online Agent, Agent
2000, or AgentOffice. See Section 2 below.
- If you wish to import data from PREP 3 or PowerPak, see Section 3 below.
- If you wish to import data from an application or data source that is not listed
in Sections 1 - 3 below, then use the Top Producer 7i Data Transfer Wizard to pre-sort
your data so that it imports into the matching fields in Top Producer 7i. See Section
4 below.
Section 1 - Importing data from a supported application
Using the Top Producer 7i Data Transfer wizard, you can import data from the following
applications. Select the applicable product from this list, and then follow the
instructions that appear.
Section 2 - Importing data from Online Agent, Agent 2000, or AgentOffice
To import data from an Online Software program,
please click here for full instructions.
Section 3 - Importing data from PREP 3 or PowerPak
If you wish to import data from one of these applications,
please click here for full instructions.
Section 4 - Importing data from a CSV file
Using the Top Producer 7i Data Transfer wizard, you can easily import contact records
from any application that can export or save information in a comma-separated-values
(CSV) format. Many applications, such as Microsoft Excel, Microsoft Word, Lotus
Notes, and more, can export data to a CSV file. If the application you are using
is not listed in Sections 1 - 3 above, then
please click here for full instructions.
Note It is possible to manually map your data prior to import,
using a spreadsheet program such as Microsoft Excel. However, this process is intended
only for the advanced user. If you wish to map the data yourself,
click here.
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Using features in Top Producer 7i
NOTE: To learn how to use the features, just click on
the heading for that feature.
- HTML Email Editor
- Top Producer 7i includes a full-featured HTML Email Editor that lets you send and
receive emails with full-color photos and graphics. You can receive your favorite
HTML-formatted newsletters in your Top Producer 7i email program, and even create
and mass email a newsletter to your contacts that includes photos of your listings
and recent sales, a personalized message, agent photo, agent signature, company
logo, and other graphics and text effects. Top Producer 7i’s HTML Email Editor
gives you yet another way to market more effectively and positively distinguish
yourself from your competitors.
-
Enhanced POP 3 Email Compatibility – Improved Performance
- The Email Manager lets you enjoy easier and more effective integration of your Top
Producer 7i email account with your other business and personal email accounts.
You can set up your system to automatically receive email from all your email accounts
into your My Email Inbox, so you’ll never have to switch between Top Producer
7i and other email programs.
-
Ability To Print Or Reprint A Single Letter From A Mass Mailout
- Top Producer
7i lets you print out an individual letter while you’re in the middle of creating
a mass mailout. Additionally, if you finish printing a mass mailout and notice a
mistake in one of the letters, you can quickly and easily reprint that specific
letter again. A huge time saver.
-
Duplicate Contact Record Check
- Tired of wondering whether you already have
a contact in your database? With Top Producer 7i’s duplicate contact check
feature the system automatically checks your database to see if a match exists and,
if it does, brings this to your attention.
-
Unlimited Creation And Posting Of Lead Inquiry Forms
- We’ve taken a
great idea and made it even better. You can create and post as many Lead Inquiry
forms on your web sites as you want. This means you’ll have even more opportunities
to automatically receive web site leads into your database, saving you data entry
time and enabling you to instantly respond and apply follow-up Action plans.
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Use Top Producer 7i SellPhone On Your Blackberry® Handheld
- Top Producer
Systems and Research In Motion (RIM), a world leader in wireless mobile communications,
have collaborated to enable Top Producer 7i SellPhone to work on RIM’s popular
Blackberry® Handheld devices. So if you own a Blackberry you will be able to
use it with your Top Producer 7i system to receive leads, view your scheduled appointments,
calls and activities, and send and receive email. And because you’ll be working
in real time, all changes you make on your Blackberry will automatically update
your Top Producer 7i database.
- Easier Accessory Program Set-Up
- For your convenience, Top Producer 7i now makes it easier for you to set up its
accessory programs Top Producer 7i SellPhone, Top Producer 7i for Palm handhelds,
Top Connector 7i. All you have to do is go to the Setup menu, click Applications
Setup, click the application you want to set up, and follow the on-screen instructions.
It's that simple.
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Sort Mail By Zip Code
- To help you increase the efficiency of your targeted
mailouts, Top Producer 7i includes sophisticated mail sorting. Once you’ve
selected all your contacts for a mass mailout, you can easily sort your letters
by Zip Code, Streetname, or Last Name with just a few clicks – another feature
that can help you save time and money executing your marketing campaigns.
You should also notice functionality in the following areas:
-
Listing And Closing Management
- Top Producer 7i lets you create closings
with the Buyer, select a primary closing party (Buyer or Seller), and view/edit
addresses in the Listing/Closing details.
-
Listing And Buyer Presentations
- Top Producer 7i includes a Price Adjustment
Notes page, a Property Adjustment page, and Adjustment Price Calculation functionality.
In addition, you can Web publish your presentations in three different resolution
settings, Large, Medium and Small, to suit your client’s Internet connection
speed.
-
Contact And Property Searching
- An Advanced Search feature is included in
Top Producer 7i’s Mass Mailout window.
-
Data Exporting
- The Data exporting feature includes sophisticated contact
search and filtering.
-
Print Functionality
- In addition to letting you print or reprint a single
letter from a mass mailout, Top Producer 7i also enables you to print postcards
4-up from Action Plan items presented in Today’s Business.
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How to optimize Top Producer 7i login time
Use the browser settings below to decrease the amount of time it takes Internet
Explorer to load Top Producer 7i. By choosing to automatically check for newer versions
of stored pages and not emptying the cache each time you log off, you will experience
faster logins, since Internet Explorer won’t have to download all the files
each time you connect.
- Make sure your browser is closed.
- From your desktop, click Start > Settings > Control Panel.
- Double-click the Internet Options item from the list.
- The Internet Properties pop-up window is displayed. Click the
General tab.
- In the Temporary Internet files section, click Settings
to display the Settings pop-up window.
- Under the Check for newer versions of stored pages section, select the Automatically option button.
- Click OK to exit the Settings pop-up window and return
to the Internet Properties pop-up window.
- Click the Advanced tab and scroll down to the Security
section.
- Ensure that the Empty Temporary Internet Files folder when
browser is closed check box is NOT SELECTED. That is, the check box must
be cleared.
- Click OK to exit the Internet Properties pop-up window.
- Close the Control Panel window.
If you notice that you consistently have slow login times, please follow the steps
below. These steps need only be followed once.
- Close all open programs, including Internet Explorer.
- Click the Start button, then point to
Settings (if using Windows 95/98/ME or 2000), then click the
Control Panel icon. Note: If you are using
Windows XP and the Category view is currently displayed, click the
Network and Internet Connections link.
- Double-click the Internet Options icon.
- Click the Content tab.
- In the Certificates section complete the following:
- Click the Publishers button.
- Select Top Producer Systems Inc.
in the Trusted Publishers list, then click Remove.
- Click Yes when prompted to delete
the Top Producer Systems Inc. certificate.
Note: Repeat this step to remove all instances of Top
Producer Systems Inc. from the list. Do NOT delete any
other web site certificates from the Trusted Publishers list.
- Click Close to return to the Internet
properties pop-up window.
- Click OK to return to the Control
panel.
- Exit the Control panel by clicking File,
Close.
- Try logging into Top Producer 7i. You will be prompted to allow content from "Top
Producer Systems Inc." to run. Ensure the checkbox beside Always trust content from
Top Producer Systems Inc. is enabled, then click Yes.
The login should continue as normal from here, and subsequent logins should be significantly
faster.
More details on optimal Internet Explorer settings can be found in the Top Producer
7i User Guide, under the heading "Troubleshooting... Browser Settings."
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How do I setup my email in Top Producer 7i?
Click here to view a document that will show
you how to configure your email in Top Producer 7i.
Please note that to view this document you will require Adobe® Acrobat®
Reader®. If the document does not open when you click the above link, then download
and install the free Adobe Acrobat Reader
from here.
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Keyboard shortcuts in Top Producer 7i
The following keyboard shortcuts are available within the areas of Top Producer
7i noted below. Use the key combinations shown in the list to perform the corresponding
action.
Word Processor
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Key Combination:
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Action:
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Ctrl-Z
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Undo
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Ctrl-Y
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Redo
|
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Ctrl-C
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Copy
|
|
Ctrl-V
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Paste
|
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Ctrl-X
|
Cut
|
|
Ctrl-B
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Set bold font
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|
Ctrl-U
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Set underline font
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Ctrl-I
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Set italic font
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Ctrl-Shift-S
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Save document's XML in clipboard
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Ctrl-Shift-L
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Load document from XML stored in clipboard
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Ctrl-P
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Print current document using the system printer select dialog
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F7
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Spell check
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Ctrl-F
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Find
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Ctrl-H
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Replace
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Ctrl-Alt-T
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Insert trademark symbol (™)
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Ctrl-Alt-C
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Insert copyright symbol (©)
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Ctrl-Alt-R
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Insert Registered trademark symbol (®)
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HTML editor
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Key Combination:
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Action:
|
|
Ctrl-Z
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Undo
|
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Ctrl-Y
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Redo
|
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Ctrl-C
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Copy
|
|
Ctrl-V
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Paste
|
|
Ctrl-X
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Cut
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|
Ctrl-B
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Set bold font
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|
Ctrl-U
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Set underline font
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|
Ctrl-I
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Set italic font
|
|
Ctrl-F
|
Find
|
|
Ctrl-Alt-T
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Insert trademark symbol (™)
|
|
Ctrl-Alt-C
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Insert copyright symbol (©)
|
|
Ctrl-Alt-R
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Insert Registered trademark symbol (®)
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My Email
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Key Combination:
|
Action:
|
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Ctrl-M
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Check email
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Ctrl-N
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Compose
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Ctrl-R
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Reply to selected email
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Ctrl-L
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Reply to all
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Ctrl-F
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Forward selected email
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Ctrl-T
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View contact linked to selected email
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Ctrl-D or Delete key
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Delete selected email
|
|
Ctrl-E
|
Mass email
|
|
Ctrl-Y
|
Move selected email to a folder
|
|
Ctrl-P
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Copy selected email to folder
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How to save links to your Hot Marketer 2.0 presentations in your
Top Producer 7i Marketing Links library
This article will show you how to save links to your Hot Marketer 2.0 presentations
in your Top Producer 7i Marketing Links library. These links correspond with presentations
created in Hot Marketer that have been uploaded to a location on the Internet. By
using Marketing Links, you can leverage the powerful mass email and contact management
tools built into Top Producer 7i when sending presentation information to customers.
Click the link below to view the instructions.
tf2605.pdf
Optionally, you can save this article as a PDF file to view later in Adobe Acrobat
Reader. To do so, right-click the link above, select Save Target
As, and save the document to your Windows Desktop.
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How do I add my partner or team members in Top Producer 7i?
If you have already purchased the partner or team member licenses and want to simply
setup these users in Top Producer 7i, proceed to section B below. If you have not
yet purchased the additional agent licenses, complete sections A and B.
Note: If you currently own a single agent license, the addition of another agent
license will create a Partner account in Top Producer 7i, with the option to specify
the partner name details in the Partner Setup menu. Similarly, if you own a single
agent license, and add two or more agent licenses, a Team account will be created,
with the option to specify the team name details in the Team Setup menu.
SECTION A - Purchase Additional Agent Licenses
Note: This section applies only if you are adding additional
agent licenses to an existing Team account. If you own a single agent or partner
license, please contact our Sales or Technical Support department to purchase the
additional agent license(s).
- Log in to Top Producer 7i.
- Point to Setup, and click on My subscriptions.
- In the Subscription Manager window, click on Purchase a new subscription.
- Add the appropriate number of additional Top Producer 7i Agent Licenses and click
Next.
- Enter the billing and shipping information as required and then click Next.
- Once you receive confirmation that the license has been successfully added, close
the window. Log out of Top Producer 7i and then log back in and follow the steps
below to configure your new agent login.
SECTION B - Configure The New Agent Licenses
- Point to Setup and then click on Team/Partner setup.
- In the Agent administration window, you can enter the Team or Partner name in the
Team name or Partnership name fields, respectively.
- Above the Team name field, your available agent licenses will be displayed. If you
have an available license, click New agent to configure the new agent login for
your partner or team member.
- Enter the first and last name, username and password in the appropriate fields.
- Assign any available add-on product licenses, such as Top Producer for Palm handhelds,
Sellphone, or Assistant licenses as needed.
- If you have Top Connector 7i, assign the appropriate MLS Board access under Assign
MLS access to this user and then click OK.
- Click on Close to save the changes.
- Click on Log out and then log in as the newly created user(s).
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Configuring Lead Manager in Top Producer 7i
The instructions below describe how to configure the Top Producer 7i Lead Manager
to work with the REALTOR.com Marketing System. As well, these steps show how to
configure a custom Lead inquiry form which works without having a REALTOR.com Marketing
System account.
Section 1 - Obtaining a REALTOR.com Marketing System account ID and password
Before you can configure Top Producer 7i to work with the REALTOR.com Marketing
System service, you must have a REALTOR.com Marketing System account. The steps
below describe how to sign up for a REALTOR.com Marketing System account with REALTOR.com.
If you already have a REALTOR.com Marketing System account, you can skip to section
2 below.
- Log in to Top Producer 7i.
- Point to Contacts, then click Leads.
- Click the Lead setup link.
- Click the Add REALTOR.com link.
- Click the Don't have an account? Sign up today! link.
You will be connected to the REALTOR.com Marketing System web site.
- Under CONTROL PANEL, click the
Login Now to Manage Your Account link.
- Click the Sign up now link.
- On the next page, enter your MLS location and agent number assigned by the MLS.
After entering further billing information, you will be assigned a REALTOR.com Marketing
System Agent account ID and password. You can use this account ID and password to
sign up for a Lead Manager account. Proceed to section 2 below to sign up for a
Lead Manager account.
Note Top Producer is not responsible for
REALTOR.com accounts.
If you have difficulty obtaining a REALTOR.com Marketing System account, please
call REALTOR.com technical support at 1-800-878-4166. If you already have a REALTOR.com
Marketing System account but you are having difficulty downloading leads into Top
Producer, please call Top Producer Technical Support at 1-800-830-8300.
Section 2 - Signing up for a Lead Manager account
Your REALTOR.com Marketing System account and your Lead Manager account are separate,
used for different purposes. Your REALTOR.com Marketing System account is used to
take advantage of the REALTOR.com Marketing System features. Your Lead Manager account
is used to allow Top Producer software to access any leads which have been obtained
through your web site on REALTOR.com, and download those leads directly into Top
Producer.
Signing up for a Lead Manager account is free. You can use the exact same username
and password as you do for your REALTOR.com Marketing System account if you wish,
to make it easier to remember. To sign up for a Lead Manager account, follow the
steps below. If you have forgotten your Lead Manager username or password, skip
to section 2.1 below.
- Log in to Top Producer 7i.
- Point to Contacts, then click Leads.
- Click the Lead setup link.
- Click the Add REALTOR.com link.
- Click the REALTOR.com Marketing System username link.
- Select your MLS from the Indicate the location of your MLS drop-down menu.
- In the Enter the number assigned to you by your MLS field, enter your MLS
ID. In the Password field, enter your MLS password, then click
Continue.
Note The use of your MLS ID and password are to link
your REALTOR.com Marketing System account and your Lead Manager account. If you
have multiple MLS IDs, ensure you use the same MLS ID here that you used to sign
up for your REALTOR.com Marketing System account.
- Fill out all required fields. In the Username and Password fields,
specify the username and password you want to use for your Lead Manager account.
It can be the same as your REALTOR.com Marketing System username and password if
you like.
- In the Password question and Password answer fields, select a question
and enter the answer. If you forget your Lead Manager password, you can recover
it by answering this question correctly.
- When finished, click Finish. If the account is created
correctly, you will receive a message confirming this fact. If you receive a message
stating MLS ID already exists, you already have a Lead Manager account. Proceed
to section 2.1 below to recover your Lead Manager password.
Section 2.1 - Recovering your Lead Manager password
If you already have a Lead Manager account, follow the steps below to recover your
password.
- Log in to Top Producer 7i.
- Point to Contacts, then click Leads.
- Click the Lead setup link.
- Click the Did you forget your password? link. You will
be connected to the REALTOR.com Marketing System web site.
- In the Username field, enter your Lead Manager username.
- From the Password question drop-down menu, select the password question you
specified when you signed up for your Lead Manager account.
- In the Password answer field, enter the answer to the question in the
Password question drop-down menu. When finished, click the
Get My Password! button. Your password will be displayed.
Section 3 - Configuring Top Producer 7i to download leads from REALTOR.com
Once you have your Lead Manager account information ready, you will need to enter
it into the Top Producer 7i Lead Manager. Follow the steps below to enable lead
download from REALTOR.com Marketing System into Top Producer 7i.
- Log in to Top Producer 7i.
- Point to Contacts, then click Leads.
- Click the Lead setup link.
- In the Username field, enter your Lead Manager username.
- In the Password and Confirm Password fields, enter your Lead Manager
password.
- Click OK. If you receive an error regarding your username
and password, ensure you have entered that information correctly, then retry. If
you are not certain the Lead Manager account information you have is correct go
to Section 2 above to confirm you have signed up for a Lead
Manager account correctly.
Section 4 - Creating Lead Inquiry pages
Top Producer 7i has the ability to create custom Lead Inquiry forms for use with
our servers, or with your own. This method of lead gathering is free as part of
your Top Producer 7i subscription.
There are two types of Lead Inquiry forms Top Producer 7i can create: Template,
or Custom. Template Lead Inquiry forms are created by choosing form elements from
a template. A "wizard" interface will ask you questions about what elements you
want in your Lead Inquiry form, and create the form based on your answers. This
page is then hosted from your Top Producer 7i account; no external web site or knowledge
of web programming is required. The "template" Lead Inquiry form is recommended
for most users.
Custom Lead Inquiry forms are created by selecting the information fields you want
to ask potential leads for (i.e. price range, area, contact information), then generating
source code which can be modified and placed on your server or external web site.
Note The custom Lead Inquiry form generated by Top Producer
7i only contains basic code to allow the page to function. If you would like to
modify the page for formatting or add content, this is beyond what Top Producer
7i Technical Support will be able to assist you with. If you wish to modify a Custom
Lead Inquiry form, you will require advanced web programming skills, or know someone
with these skills who can modify the page for you.
If you would like to use your Top Producer 7i account to host your Lead Inquiry
form, then proceed to step 1 below. If you would like to create a fully customized
Lead Inquiry form to be used on your own server or external web site, skip to section
4.1.
- Log in to Top Producer 7i.
- Point to Setup, then click My lead
inquiry form.
- Click Create new.
- Under Page layout, select the type of Lead Inquiry form you would like to
have. The only difference between the choices is the number of fields for prospective
leads to enter information. A preview will show you what fields are in each template
later in the process. When you have decided on a template, click Next.
-
Note You can create an unlimited amount of
Lead Inquiry forms, but you can only have one of each template type hosted from
your Top Producer 7i account at the same time.
- Configure the Agent Photo and Company Logo as required. These images are brought
by default from the Agent setup section of Top Producer 7i. In the upper left corner,
select the location for the Agent Photo and Company Logo from the Location of agent
picture drop-down menu. Wherever you choose the Agent Photo to be located, the Company
Logo will be located directly opposite from it at the top of the page. When finished,
click Next.
- Select the appropriate font and color scheme for your Lead Inquiry form. To test,
click the Preview my lead inquiry form now link. A browser
window will open and display the Lead Inquiry form as it would appear with your
current selections. If you would like to use the default template settings, enable
the checkbox beside Use Top Producer background.
- When you are done, click Finish. You will be returned
to the My lead inquiry form page.
Once you have finished creating a Lead Inquiry form, you will see it appear in the
My lead inquiry form page. The URL (web location) of the page will be listed
in the Lead inquiry form address (URL) field. If you would like to copy this
address, for use in email or to put on a web site, select the Lead Inquiry form
from the list, then click the Get URL link to copy the
URL to the Windows Clipboard. To paste the URL into the body of an email or other
document, press CTRL-V on your keyboard.
In addition, if you would like to get a copy of the Lead Inquiry form to put on
your own site, click Get source code. This will allow
you to save the form as either an ASP or CPP file. To determine which file type
to save as, please consult with your web site administrator.
Section 4.1 - Creating a custom Lead Inquiry form
Another method of creating Lead Inquiry forms is to create a completely custom form.
This allows you to choose what fields you want to include in the form, and removes
all formatting which would be present when using a template.
To create a custom form, follow the steps below:
- Log in to Top Producer 7i.
- Point to Setup, then click My lead
inquiry form.
- Click Create custom.
- From the List of available fields window, select all fields you would like
to have included in your form. After you have selected your fields, click
Add to move the fields into the List of fields to generate source code
window. Each of the fields in the List of fields to generate source code
window will be available in the final Lead Inquiry form.
- To preview what fields are included in the form, click the
View in browser link. When you are satisfied with the fields included in
your form, click Generate source code. This will allow
you to save the form as either an ASP or CPP file. To determine which file type
to save as, please consult with your web site administrator.
Note It is recommended to add formatting
code to the ASP or CPP form generated by Top Producer 7i, as opposed to copying
code from the page generated by Top Producer 7i and copying it into a template.
Depending on the type of template used, the form may not function correctly.
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Using the 'My customer web pages' feature
Top Producer 7i lets agents create web pages where clients can view everything an
agent has done to market and sell their home. Once you create a customer web page,
the web-address, along with a user name and password can be sent by email to your
client. Once the client accesses the web-address and logs in, they can view exactly
what’s happening with the sale of their home.
Customer web pages are basically a personalized online version of your clients listing
and/or closing service report. The client you create the web page for must have
a listing or closing record in Top Producer 7i, and the listing (or closing) must
contain some completed activities. Otherwise, the customer web page will be empty.
When you create the customer web page, you will specify a username and password
for your client so that only they can view the report online.
Once the customer web page has been created, Top Producer 7i will query your database
every 15-minutes for any updates that have occurred in the listing (or closing)
service report. If changes have been made, they will automatically be added to the
customer web page.
Note: If your client has both an active listing
and a closing, then the activities from both will appear on the Customer web page.
For this reason, it is recommended to include a preface such as "Closing", or "Listing"
in the notes box of the Add activity... window, at the time you mark the
activity done. This will make it easier for your client to distinguish between listing
and closing activities in the customer web page.
The steps below demonstrate how to create a customer web page. For additional help
on this topic, please refer to the
Customer Web Page section of the Top Producer 7i User Guide.
Creating a customer web page
- Open a contact record.
- Click the Customer web page tab.
- In the Username and Password fields, a default name will be entered.
If you want to change these, enter a new username and password for the contact who
will be accessing this page.
- Click Create customer web page.
- Ensure the contact record has a valid email address, then click
Email username/password to this contact. A Mail login information
screen will appear, allowing you to edit an email which will be sent to the contact
including their login information. An example email is shown below:
-
Dear [contact name],
I have given you access to my Real Estate Information Center where you will find
up to the minute information about my service activities for you.
You can access the center by clicking the following link: http://info.topproduceronline.com/?[TP7i
login name, eg. kellyrealtor]
(If you do not connect to the site when you click the link above, copy and paste
the link into your web browser's address line and press ENTER)
Your username is: [username]
Your password is: [password]
If you have any questions, please don't hesitate to contact me.
Best regards,
[user letter closing]
Editing the template
The agent photo and company logo, as well as some basic formatting, can be changed
via the Setup menu as described below.
- Point to Setup, then click My customer
web pages.
- Adjust the information in the My customer web page setup - Appearance page
as necessary. The first page will allow you to adjust the agent photo and company
logo, the top border colour (Primary) and left border colour (secondary), and specify
whether to include cash expenses or showing agents names. The second page (accessible
after clicking Next) allows you to specify various text
on the login page, main page, and service report page.
- To view an example of what the final page will look like, click
Preview web page.
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How to Blind Carbon Copy (Bcc) mass email recipients
You may notice that when sending Top Producer 7i mass email, you cannot specify
Carbon copy (Cc) and Blind carbon copy (Bcc) recipients, which are available when
composing single emails. This is because all mass emails sent by Top Producer 7i
are Blind carbon copied by default.
The mass email feature in Top Producer automatically utilizes Bcc functionality.
When you use the mass email feature, each recipient will see only their name as
a recipient of the email you have sent. This allows you to use the potential of
mass communication to spread your message while maintaining the personal touch that
will win you more clients.
Follow the steps below if you wish to send a mass email where each recipient sees
only their name in the email To: list.
- Point to Email, then click Mass
email.
- Click the To: link.
- Select all of the contacts you wish to send the mass email to. Multiple selections
can be made by holding down the CTRL key while simultaneously clicking each name.
When finished, click OK.
- Notice that the Cc and Bcc
links are not present as they would be when composing a single email within Top
Producer 7i. This is because mass emails are Blind carbon copied by default.
- Complete the rest of the email as normal, and then click Next.
Review the email, and then click Send. Each recipient
will see an email which appears to be sent only to themselves. No other recipients
names or addresses will be visible.
Note: If you simply choose Email,
then click Compose new message and place multiple email
addresses within the To: field, each recipient will see the full set of email addresses in the email
they receive. In other words, be sure to use Mass email when you want the
recipient email addresses to be invisible to your recipients.
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Using CMA maps in Top Producer 7i
Top Producer 7i includes full-color maps that plot the subject property, current
listings, recent sales, pending sales and expireds (maps only available at present
for the United States). Follow the steps below to generate maps.
- To generate maps in Top Producer 7i, point to Presentations,
and click Create CMA/Buyer presentation.
- Choose a template and click Next.
- Choose the subject property of the contact you are creating the presentation for,
and click Next.
- Click Finish.
- From the action menu, click Preview maps. This will
open a page which will display a map of the subject property, as well as all comparable
properties. If you have not downloaded or manually entered any comparables, then
the map will show only the subject property. An example map is shown in Figure 1
below.
Figure 1 - Sample map
Message: The following properties could not be located on the map.
After clicking Preview maps, the following error message
may appear:
From the Preview map dialog box, note which addresses could not be found
on the map. As indicated, the error is likely caused by incorrect or insufficient
information in the comparable or subject property address information. Follow these
corrective steps.
- From the CMA for... window, click the first comparable
property that could not be found on the map, and then click View
or edit.
- Confirm that the address is correct and complete. When done, click
Close. Repeat this step for every property that could not be found on the
map.
- From the action menu, click Preview maps. From the
Select map to preview list, select Map of all properties.
- If the properties in question still cannot be found on the map, check the validity
of each address.
- Start by examining the Street name field. The Street name field should only
contain the name of the street, and not the direction or designator. For example,
enter "North Main Street" so that "North" appears in the Direction prefix
or Direction suffix field, "Main" appears in the Street name field,
and "Street" appears in the Street designator field. Preview the map again
to see if the property is now mapped.
- If that does not help, try changing the Direction prefix or suffix from North to N., or
East to E., and so on.
- If this is not successful, try removing the Direction prefix or suffix (N, S, E,
W etc.) altogether.
- Repeat the steps above for each property that can not be mapped.
- If there are still properties that cannot be located on the map, please contact
Top Producer Technical Support.
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Starting Top Producer 7i - "Loading, Please Wait" screen never disappears
The steps in this article assume that when you tried to login to Top Producer 7i,
a window appear which says "Loading, Please Wait". After a long period of
time, this window has not disappeared. In most cases, this window is accurate. The
first time you log into Top Producer 7i, or after there has been a system update,
a new copy of the system files Top Producer 7i uses must be downloaded. These files
are approximately 5 megabytes in size, and can take some time to download depending
on your connection speed.
The way to determine if the program is still downloading files, is to look in the
lower left corner of your Internet Explorer window. When the program is downloading
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