Subcategory: 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. […]
Read More...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 […]
Read More...With your action plans set up to target different kinds of contacts and scenarios, you can start assigning them to contacts in your database to consistently stay in touch. There […]
Read More...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 […]
Read More...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 Contact confirmation […]
Read More...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 […]
Read More...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 […]
Read More...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 […]
Read More...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 […]
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