Create Contact Snapshot

If you would like to create a new Market Snapshot for a lead that already exists in your database, use the Create Contact Snapshot feature available in the Market Snapshot Menu.
Create Contact Snapshot
This list will contain any lead that you have previously received through an Inquiry Capture form or for whom you manually created a Snapshot. It will also contain all contacts that exist in your Top Producer 7i/8i database.

Note: To display 7i/8i contacts, you must subscribe to Top Producer 7i/8i and link it to your Top Marketer account. To link accounts, select Top Producer 7i/8i Account in the Top Marketer Setup menu.

In addition to simply creating a new Snapshot for your existing leads, you can use this feature to create additional Snapshots for them, each with different criteria. For example, a lead might want a Snapshot with data related to their current home (Seller’s Snapshot), and a second one with data about an area in which they might want to purchase a home (Buyer’s Snapshot).

You can easily search for the lead you would like by entering their name in First Name and/or Last Name fields and clicking Reload Report.
Create Contact Snapshot
Once you have located the lead, click the Create MS icon Create Contact Snapshot to the right of their information. This will display the Market Snapshot Request form.
Create Contact Snapshot
The form will be automatically populated with any information available in their lead record, so you only need to fill in the missing data. Required information is denoted by * Required. If you belong to more than one MLS, the MLS menu at the bottom allows you to choose which MLS to use for this Snapshot.

When you’ve entered the information, click Generate to generate their Market Snapshot.

If the default fields are not specific enough, the Advanced button will give you access to an advanced search of your MLS. This allows you to refine your search criteria to include MLS data that more closely matches the subject property.
Create Contact Snapshot
Note that only the search options made available by your MLS will be accessible in the Advanced Search section.