Sending a Market Snapshot to a Contact from Top Producer
If you are using Top Producer, you can send a Market Snapshot to any of your contacts from within Top Producer, provided they have an email address entered in their contact record.
- Search for the contact for which you would like to send a Market Snapshot, and open their contact or lead record.
- At the top right of their record, select Create Market Snapshot from the Perform Action pull-down menu.
- The Market Snapshot Request form will appear in a separate window.
- The contact details will be populated using information stored in your Top Producer database, including the contact’s email address, future property information if a buyer, or current address if selling their home.
- Fill in any missing information, and click Generate. The Market Snapshot will be created and sent to the contact.
You will receive an email confirming that the Market Snapshot has been sent, a Notification will be automatically added to their contact record, and their Market Snapshot information will be available within the Top Marketer Control Panel.
Alternatively, if this Contact has past Market Snapshot activity and you would like to generate a new Snapshot, you can use the Market Snapshot Summary section that appears on the Summary tab of the Contact Record. Just click the Create New Snapshot link and follow the steps provided above. Click here to learn more about the Market Snapshot Summary section.
