Contacts

Subcategory: Referrals





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

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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

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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

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