Market Snapshot Settings

MLS Setup

Note: To send Market Snapshot® reports from within Top Producer® X CRM, add your MLS credentials under Settings. The MLS Setup page enables you to enter your MLS credentials, which are required in order to send Market Snapshots from the control panel. To access the MLS Setup page, in Market Snapshot, go to Setup >

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Market Snapshot Settings

The Market Snapshot Settings page lets you set your snapshot notification options, set included property statuses, and the listing alerts you want to send with your snapshots. To access the Market Snapshot Settings page, log in to Top Producer® X CRM and go to Settings > Market Snapshot. The available options are: Auto send Market

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Integrating Top Producer CRM with Market Snapshot

Integrating your Top Producer® X CRM account with your Market Snapshot account enables you to do the following: Send Market Snapshots from within Top Producer® X CRM. Receive newly captured leads. Send and track Snapshots inside Top Producer® X CRM contact records. In most cases, integration is automatically set up for you. If integration was

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Disabling the Auto-Send Feature

By default, when a consumer inquiry is received through a lead form, a Snapshot will be automatically generated and sent to the lead. You can disable this feature on the Market Snapshot Settings screen. When disabled, no snapshots will be sent until you log in and manually initiate them. To disable the Auto-Send feature, log

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Agent Profile

The Agent Profile page allows you to specify your branding information, which will appear on all marketing sent from Market Snapshot. You can modify this information or import it from your realtor.com® or Top Producer CRM account. To access the Agent Profile page, in Market Snapshot, go to Setup > Agent Profile. 1. Import your

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Market Snapshot Email Text Customization

Market Snapshot automatically sends a number of emails for different purposes. Viewing the contents of an email To view the contents of an email, just go to Setup > Market Snapshot Email Text Customization > and select the email from the Email type drop-down list. Using a newer template We’ve added some updated templates, so

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Agent Profile Additional Information

The text you enter on the Agent Profile Additional Information page is used in various communications to promote your services and expertise, and the areas you serve. To enter this information, hover over the Setup menu and click Agent Profile Additional Information. Watch the Video: The fields in this section are optional, with the possible

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