Category Archives : Contacts RSS feed for this section

View and Edit Multiple Records

Top Producer allows you to view and edit multiple records in several easy ways – you can mass open as many records as you want and then click Next or Previous to move back and forth between them...

Viewing Action Plan Details

Action plans provide you with a systematic and fail-safe way of keeping in touch with your contacts. Top Producer comes pre-loaded with an extensive library of action plans – in both English and...

Suggested Next Action

Using the Contact Status feature, you can assign statuses to all of your sales opportunities to clearly define where leads are in their lifecycle. Based on this status, Top Producer provides sugg...

The Contact Record Header

The header appears at the top of every Contact Record and provides both summary information and options to perform actions for the contact. The majority of information displayed in the header is obtai...

The Summary Tab

Contact Records are the central hub of information within Top Producer. They provide you with a one stop place to track and follow up with your clients. Since there is a large amount information avail...

The Things to Talk About Feature

The Things to Talk About option is available at the top right of the Contact Record Header. Clicking the option will display one of two screens: Search Listing Data, or Recent Listing Activity in...

Searching for Contacts

Need help searching for Contacts? Attend one of ourFREE Online Training Webinars and we’ll walk you through it! Once you’ve entered your contacts in Top Producer you’ll want to be ab...

Performing a Mass Contact Update

The mass update feature enables you to quickly and efficiently add, remove, and change information for multiple contact records. There are 3 parts to performing a mass update: Find a group of contacts...

Mass Deleting Contacts

WARNING: When you click the option to delete contacts, the Delete Contact confirmation dialog box appears. Read the contents of the dialog box carefully to ensure that you understand the full effect o...

How to Print a Contact List

From time to time you may wish to print a list of contacts using your local printer. Top Producer 8i provides numerous reporting options that allow you to print contact lists containing...

Follow-up Coach

Need a quick intro to Follow-up Coach? Attend one of our FREE Online Training Webinars and we’ll walk you through it! Okay, so you know that consistent communication with core groups is key to a...

Deleting a Single Contact

Deleting a contact will delete everything associated with the contact, including properties, listings, closings and activities. WARNING: When you click the option to delete a contact, the Delete Conta...

Editing a Contact

Once you’ve entered your contacts into Top Producer, you can go back at any time to edit them or add more details. When you open an existing contact record the Summary tab is initially shown by ...

Cleaning Up Duplicate Contacts

Since we offer multiple ways for you to get your contacts in Top Producer CRM, you may find your contact list contains a lot of duplicates. Top Producer CRM makes it easy to find your duplicate contac...

Contact Types

Need help with Contact Types? Attend one of ourFREE Online Training Webinars and we’ll walk you through it! Contact Types are a powerful tool for helping to organize all of the contacts in ...