Contacts

Subcategory: Referrals

About Contacts, Leads, Prospects and Referrals

Contacts and Leads Top Producer CRM’s Contact Management feature enables you to store the important details you need to build strong, long-lasting relationships that lead to new and repeat business. The contact record provides quick access to contact and property information, opportunities they’re currently involved in, scheduled activities, and more. Regardless of what stage your

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Available Contact Reports

The following table defines the full range of contact reports available in Top Producer, a description of each report, and the locations from which the report can be produced. For information about the steps to create a Report for a list of contacts, read How to Print a Contact List. Report Name Produced From Report

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Attaching Documents with Google Drive and Dropbox

There’s no doubt that there are significant benefits to storing your important documents and files in Google Drive and Dropbox, including the ability to access your files anywhere and share them with anyone. What’s even better is that you can now link your Dropbox and Google Drive files to your Top Producer CRM contacts/listings/closings and,

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Advanced Search

Most of the time, you will be able to locate the contacts you need by using the Quick Search feature or the Contacts list available on the right of many pages. Should you need to use a more complex search, the Advanced Search feature provides the ability to search by custom defined combinations of criteria,

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Adding Notes to a Contact Record

Adding notes is a great way to keep track of conversations you’ve had, details about family and recent events, information about a personalized mail out you sent, or anything else you can think of. To access a contact’s notes, open the Contact Record and click the Summary tab. On the left, make sure that the

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Adding Family and Friends to a Contact Record

While a contact record can only have one Primary Contact Name, you can add as many family and friends as needed – which is useful for keeping track of family members, business associates, or anyone else you’d like to keep track of together with the primary person. To add a family member for friend, open

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Adding Additional Properties

When adding a contact in Top Prodcuer CRM using the Add Contact form, it is only possible to add the contact’s Primary Property. You can add additional properties to the record once it is saved in your database. To add properties, follow the steps below: Open the contact record and click the Properties & Addresses

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Chrome Autofilling Username into Unrelated Fields

There is a current issue with the Chrome browser autopopulating saved usernames into non-username related fields. This can result in unexpected behavior, for example inaccurate search results due to the username having populated into the email field. If you are experiencing this issue please use incognito mode as a workaround. To launch an incognito window:

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