Contacts

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...

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...

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...

Viewing a Contact’s Market Snapshot History in Top Producer

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...

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...

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 suggested next actions to take. Once you have assigned a status to a contact, Top Producer provides suggestions on steps you can take next to

Read More...

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...

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...

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...

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...

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 to update Specify the changes to be made Perform the update Warning: There is no undo function when performing mass updates, therefore

Read More...

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 of deleting a contact. Deleting contacts cannot be undone. Mass deletions are performed by identifying the contacts you want to delete, and then

Read More...

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 various sets of information. To print a list of contacts you must first perform a search to generate the desired list: From the

Read More...

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...

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...

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...

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...

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 contacts and merge them into one record. Watch the Video: You can search for duplicates by name or email

Read More...

Contact Types

Contact Types are a powerful tool for helping to organize all of the contacts in your database. Think of a contact type like a category, label, or group that you assign to your contacts to help classify them in a meaningful way.You can create your own contact types and apply them to as many contacts

Read More...

Adding Contacts

Regardless of what stage your sales opportunities are in, entering as much information as possible will help you later in the sales cycle. Whether you’re entering a new lead or a long-time client, the process is the same. The only difference is the status you apply that determines where a lead or contact is in

Read More...