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: 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 […]

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Top Producer® 8i CRM: 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 […]

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