New User Experience

Organizing Contacts

Taking some time to organize and maintain your database is important. A well maintained database can help increase your repeat business and referrals by making sure contacts appear in the Follow-up Coach at the right time for regular follow­up. Organization helps to make sure new leads have a higher chance of conversion and don’t slip

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Follow-Up Coach

Okay, so you know that consistent communication with core groups is the key to 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! The Follow-up Coach is one of Top

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Sales Pipeline

The Sales Pipeline makes it easy and intuitive for agents to track and develop leads according to where they fall in the Lead Lifecycle, helping you manage your sales opportunities from the minute a lead is entered in the system to the completion of a transaction. Then, easily track your ROI across lead sources by

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Simple Lead Conversion

The Simple Lead Conversion Plan is a simple recipe designed to help you effortlessly convert your online leads using our products. We’ve created the plan for you in Top Producer CRM, so all you need to do is automatically apply it to your incoming leads and you’ll be converting left, right and center. This system

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My Business

The My Business area on the Dashboard (Home Page) provides a quick summary of your important activities. From here, you can view your recently due activities, currently due activities, upcoming activities and your prospect list. Your activities are also accessible in the Activities Summary. Activities include things like appointments you create from the “Wrap Up”

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Market Snapshot

Market Snapshot helps keep contacts engaged and stakes your claim as the local market expert by empowering your contacts with accurate, real-time market reports tailored to their requirements. When contacts ask “How’s the market?” or “Is now the right time to sell?” you will have the answer at your fingertips! You will be able to

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