Top Producer provides the ability to quickly create high-quality presentations, such as CMAs, Home Market Reports, and Community and School Reports. Presentation Templates are designed to include your branding information and the contact or lead information automatically. Together with Top Connector, you can import comparable property information from your MLS directly into the Presentation. This section will show you how to view, edit, and create presentation templates, as well as how to generate a presentation for a client.
Note: While you can create/edit email templates in Top Producer CRM on a Mac, currently you cannot create/edit presentation templates or modify presentations you’ve created from system templates on a Mac. The ability to edit these materials will be released soon.