We are continually improving Top Producer 8i with new features, enhancements, and updates. This upcoming release will be focused on those issues that you reported to us, as well as major optimizations in the contact record.

What's New?

Index
Contacts Status - New!	Mass Update Plan Settings - New!
Suggested Next Action - New!	Mass Open Plan Templates - New!
On Demand Property Information - New!	Applied Contact - New!
Favorite Leads- Update	Improved Copy Plan Flow - Update
Lead Qualification Fields - New!	“Notes” Field for Plan Activity - New!
Lead Quality - New!	Activities Window - Update
“Other Source” Field - New!	Leads Window - Update
Favorite Plans - New!	Select All - Update
Plan Description - New!	Email Enhancement - Update

Contacts Status- NEW!

A new Contact Status indicator is available to aid in identifying the state of a contact for improved communication and follow-ups.

Additional Contacts Status Features:

• Click on a status to get a filtered set of contacts that matches the status.
• Manually set the Contact Status to Ready to Transact, Active, Inactive, Never Contacted, and Exclude.
• Generate a Contact Status report for a selected set of Contacts or for all Contacts.

Suggested Next Action- NEW!

• Based on the Contact Status, 8i can suggest next actions for agents to perform for contacts.
• In a Contact Header you will now notice a “Things to Talk about” link which brings up a list of “Suggested Next Actions”.

To learn more about the Suggested Next Actions CLICK HERE

On Demand Property Information- NEW!

• 8i can now display recently listed and recently sold properties around a contact’s addresses.Click on "Things to talk about" to view

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Favorite Leads - Update

Favorites

• Ability to mark leads as Favorites.
• Ability to filter the Leads Summary page by Favorites.

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Lead Qualification Fields - New!

• Three new Lead Qualification fields were added to the Lead record to better help the agent to pre-qualify their leads.

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Lead Quality - New!

• A new Lead Quality indicator is available to aid the agent in identifying the quality of a lead for improved follow-ups.
• 8i uses the Ready to Transact and Interest Level fields in the Lead Record to calculate the Lead Quality.

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“Other Source” Field - New!

• To better segment lead sources, a new “Other Source” field has been added to the Lead Record. Now Lead Source Providers can send the Source, Sub Source, and Other Source to 8i to segment their leads.

Favorite Plans - New!

• Ability to mark system or personal plans as favorites.
  New tabs added to the Plans Manager window to view plans by Favorites, System, Personal, or All Plans.

Plan Description - New!

• New Plan Description field added to the Plans Manager window to help users select the most appropriate plan.

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Mass Update Plan Settings - New!

• Ability to apply global settings to personal plans for Assigned to, Drop from Activities, Weekend Activities, Priority, Automated Send, and Include Signature.

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Mass Open Plan Templates - New!

• In View Plan, a new Plan Templates tab has been added. This tab will display all templates used by this plan. You can Mass Open templates in the plan for viewing and editing.
• A new Plan Templates Report is available.

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Applied Contact - New!

• In View Plan, a new Applied Contacts tab has been added. This tab will display all contacts that have this plan applied. It also displays the subscribe/unsubscribe status, the plan start and end date, and the number of activities completed.
• There is also a link to open the Next Activity.
• An Applied Contacts Report is available.

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Improved Copy Plan Flow - Update

• Ability to create a personal plan from the Plan Info, Plan Activity, and Plan Template tabs
• When creating personal plan, user has the option of creating a personal copy of every template in the plan.

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“Notes” Field for Plan Activity - New!

• Ability to add a note when adding/creating a new plan activity.

Activities Window - Update

• Activities for Today is now re-labeled as Activities for Last 7 Days to show incomplete activities for the last 7 days, not just today

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Leads Window - Update

• Ability to view leads by Favorites, Leads for Today, Last 7 Days, Last 30 Days, and Lead Quality
• Ability to set default tab via preferences

Select All - Update

• New “Select All” option for multi-select picklists so users can select all and exclude a few selections to quickly find the results they need. This is a 7i functionality parity.

Email Enhancement - Update

• Ability to toggle between next/previous emails from email folders.

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