Contacts

Subcategory: Referrals

Top Producer® 8i CRM: 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 the Area. Which screen is initially shown is dependent upon the Lead Type assigned to this contact within the Lead Info

Read More...

Top Producer® 8i CRM: Wrapping Up Calls/To-dos for a Contact

Had a conversation with a client or performed a task and now want to record the details and schedule a follow-up task? No problem! You can wrap up a task in less than a minute. Watch the Video: Wrapping up a task or conversation You can wrap up anything you want – a conversation you

Read More...

Top Producer® 8i CRM: View and Edit Multiple Records

Top Producer CRM 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, or, you can open each desired record in a separate browser tab. The flow below uses

Read More...

Top Producer® 8i CRM: 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

Read More...

Top Producer® 8i CRM: The Summary Tab

Contact records are the central hub of information within Top Producer CRM. They provide you with a one stop place to track and follow up with your clients. Since there is a large amount information available to view, add, and edit for each contact, Top Producer CRM provides the Summary tab to help you quickly

Read More...

Top Producer® 8i CRM: 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

Read More...

Top Producer® 8i CRM: Searching for Contacts

Once you’ve entered your contacts in Top Producer CRM you’ll want to be able to quickly find them so you can start using them productively in all your day-to-day activities. With Top Producer you’re just a few clicks away from any contact you want to view. Watch the Video: You can search for contacts in

Read More...

Viewing a Contact’s Market Snapshot History in Top Producer® 8i CRM

If you subscribe to both Market Snapshot and Top Producer CRM and have integrated them, you can view a contact’s Market Snapshot and Listing Alert events inside their contact record. Market Snapshot events include: How many Market Snapshots were sent and when. If and when the contact viewed the Market Snapshot. If the Market Snapshot

Read More...

Top Producer® 8i CRM: 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 obtained from the fields and options available when editing a contact. Contact Photo and Summary Information The Photo area displays the contact’s picture

Read More...

Top Producer® 8i CRM: 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

Read More...

Top Producer® 8i CRM: 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:

Read More...

Top Producer® 8i CRM: 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

Read More...

Top Producer® 8i CRM: 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,

Read More...

Top Producer® 8i CRM: Entering Important Dates for Your Contacts

Of course you have more than just birthdays to remember, which is why we’ve given you an easy way to enter important dates for anything you want. The important date appears in My Business, so you’ll never miss a birthday, property anniversary or lease renewal again! Entering your important dates It only takes a few

Read More...

Top Producer® 8i CRM: 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

Read More...

Top Producer® 8i CRM: Applying or Removing an Action Plan for a Contact

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 are two ways to link an action plan to a contact – to a new contact you’re adding into Top Producer, and to an existing

Read More...

Top Producer® 8i CRM: 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 default. You can change the default tab inside General Settings. Contact Record Header The Contact Record Header contains a

Read More...

Top Producer® 8i CRM: Follow-up Coach

Okay, so you know that consistent communication with core groups is key to achieve repeat business and referrals, but you’re busy. We get it! Coming up with a system that can help you reach out to just a few a day would help, right? That’s what we’ve done! Each day we’ll give you 5 clients

Read More...

Top Producer® 8i CRM: 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 Spanish – that address virtually every prospecting and marketing scenario. Once you assign a plan to a contact, it schedules a sequence

Read More...

Top Producer® 8i CRM: 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 Contact confirmation dialog box appears. Read the contents of the dialog box carefully to ensure that you understand the full effect of deleting a contact. Deleting contacts

Read More...