Available Contact Statuses

Play Video

Once the Contact Status is enabled, Top Producer sorts your contacts into groups by assigning each a status that is based on your level of interaction. These statuses appear in the Contact Record header within 24 hours. While statuses are automatically assigned based on specific criteria, you can manually assign statuses to each of your contacts if desired.

Tip: You can view a pie chart that displays the percentage of contacts that are assigned each status in the Contact Status area on the Dashboard. Learn More>>

The following table describes the available statuses and how the system determines which to apply.

Status Description
Hot
(Manually Set only)		 This status is available when you manually set the status. Set a contact's status to "Hot" if the contact is ready to buy/sell their home in the near future. Use this status to highlight contacts who need more attention during the process of buying/selling.
Active
(System or Manually Set)		 Assigned to those you contact regularly. This status indicates one of the following:
  • The contact has an action plan applied.
  • Activities have been scheduled in the last 60 days.
  • Activities are scheduled 90 days from the current date.
Inactive
(System or Manually Set)		 Assigned to those you do not contact regularly. This status indicates one of the following:
  • An action plan has been completed for the contact.
  • Activities were scheduled approximately 2 - 8 months ago.
  • Activities are scheduled approximately 3 - 9 months from the current date.
Never Contacted
(System or Manually Set)		 This status indicates one of the following:
  • An action plan has never been applied to the contact.
  • No activities have been scheduled for approximately the last 8+ months.
  • No activities are scheduled approximately 9+ months from the current date.
Exclude
(Manually Set only)		 This status is available when you manually set the status. Set a contact's status to "Exclude" if you do not want to assign them a status.
Not Set This status indicates either 8i has not yet assigned a status, or there was an issue processing the contact's status.
  • If the contact was recently added/imported, wait 24 hours for 8i to assign a status.
  • If the contact was not recently added, contact Technical Support to determine why there was an error processing the status.

 

Top Producer Campus is the official support and training website for Top Producer Products. Receive support and training on Top Producer CRM, Market Snapshot, Websites, IDX, and real estate best-practices. As an extension to Top Producer Technical Support, real estate agents and REALTORS® will find real estate self help topics, video tutorials, training resources, and contact information for local real estate trainers. On Top Producer Campus, agents with Top Producer real estate solutions have access to quality real estate coaching, real estate training, real estate videos, and information about Top Producer's real estate technology.

© 2012 Top Producer Systems. All Rights Reserved.