When exporting contacts from Top Producer CRM into a CSV file, each column of data in the file has a header to indicate what the data represents. When importing contacts from a CSV file, adding the correct headers to the file will help us match your data to the correct fields in Top Producer CRM.

Below is the complete list of all available import/export data headers. The Field Header contains the exact header name,  Description gives a brief description of the data contained under that header, and Location indicates where that data is located within Top Producer CRM.

Import Fields

Here is a list of the fields you can import into Top Producer CRM. If the field you are looking for isn’t listed below, entering Contact Notes in the header will ensure the data is imported into the contact’s notes area in their record.

Category Field Header Description Location
Contact Info Contact Type Contact types assigned to this contact Contact Record – Contact Details Tab
Contact Info Source Lead source of the contact Contact Record – Lead Info Tab
Contact Info Pipeline Stage Sales Pipeline stage of the contact Contact Record
Contact Info Primary FirstName First name of the primary contact. Contact Record – Contact Details Tab
Contact Info Primary LastName Last name of the primary contact. Contact Record – Contact Details Tab
Contact Info Primary Initial Middle initial of the primary contact. Contact Record – Contact Details Tab
Contact Info Primary NickName Nickname of the primary contact. Contact Record – Contact Details Tab
Contact Info Primary Mr_Mrs Mr., Mrs. name prefix of the primary contact. Contact Record – Contact Details Tab
Contact Info Primary Title Title of the primary contact, for example, Manager. Contact Record – Contact Details Tab
Contact Info Company Company name. Contact Record – Contact Details Tab
Contact Info Primary Gender Gender of the primary contact. Contact Record – Contact Details Tab
Contact Info Primary Birthday Birthday of the primary contact (MM/DD/YYYY format) Contact Record – Contact Details Tab
Contact Info Email Address Email address of the primary contact. Contact Record – Contact Details Tab
Contact Info Web Address Web address of the primary contact. Contact Record – Contact Details Tab
Contact Info Other Email Type of other email address of the primary contact. Contact Record – Contact Details Tab
Contact Info Other Web Address Type of other web address of the primary contact. Contact Record – Contact Details Tab
Contact Info Home Phone Home phone number of the primary contact. Contact Record – Contact Details Tab
Contact Info Bus Phone Business phone number of the primary contact. Contact Record – Contact Details Tab
Contact Info Bus Phone Ext Business phone number extension of the primary contact. Contact Record – Contact Details Tab
Contact Info Other Phone Other phone number of the primary contact. Contact Record – Contact Details Tab
Contact Info Other Phone Ext Other phone number extension of the primary contact. Contact Record – Contact Details Tab
Contact Info Other Phone Nums Second other phone number of the primary contact. Contact Record – Contact Details Tab
Contact Info Mobile Phone Mobile phone number of the primary contact. Contact Record – Contact Details Tab
Contact Info Pager Number Pager number of the primary contact. Contact Record – Contact Details Tab
Contact Info Fax Number Fax number of the primary contact. Contact Record – Contact Details Tab
Contact Info Contact Notes Adds the data to the contact’s notes area in their record. Contact Record – Summary Tab
Contact Info Secondary FirstName First name of the secondary contact. Contact Record – Family & Friends – Edit Family or Friend
Contact Info Secondary LastName Last name of the secondary contact. Contact Record – Family & Friends – Edit Family or Friend
Contact Info Secondary Initial Middle initial of the secondary contact. Contact Record – Family & Friends – Edit Family or Friend
Contact Info Secondary Mr_Mrs Mr., Mrs. name prefix of the secondary contact. Contact Record – Family & Friends – Edit Family or Friend
Contact Info Secondary Gender Gender of the secondary contact. Contact Record – Family & Friends – Edit Family or Friend
Contact Info Secondary Birthday Birthday of the secondary contact (MM/DD/YYYY) format. Contact Record – Family & Friends – Edit Family or Friend

 

Category Field Header Description Location
Primary Property House Number House number. Contact Record – Properties – Edit Property – Property Address
Primary Property Direction Prefix Direction prefix, for example, N, S, E, W. Contact Record – Properties – Edit Property – Property Address
Primary Property Street Street name. Contact Record – Properties – Edit Property – Property Address
Primary Property Street Designator Street designator, for example, Avenue, Street, etc. Contact Record – Properties – Edit Property – Property Address
Primary Property Direction Suffix Direction suffix, for example, N, S, E, W. Contact Record – Properties – Edit Property – Property Address
Primary Property Suite No Suite number. Contact Record – Properties – Edit Property – Property Address
Primary Property PO_Box Post office box number. Contact Record – Properties – Edit Property – Property Address
Primary Property Bldg_Floor Floor. Contact Record – Properties – Edit Property – Property Address
Primary Property City City. Contact Record – Properties – Edit Property – Property Address
Primary Property County County. Contact Record – Properties – Edit Property – Property Address
Primary Property State State. Contact Record – Properties – Edit Property – Property Address
Primary Property Zip ZIP code. Contact Record – Properties – Edit Property – Property Address
Primary Property Country Country. Contact Record – Properties – Edit Property – Property Address
Other Property 1 House Number 1 House number of the secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 1 Direction Prefix 1 Direction prefix of the secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 1 Street 1 Street name of the secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 1 Street Designator 1 Street designator of the secondary property, for example, Avenue, Street, etc. Contact Record – Properties – Edit Property – Property Address
Other Property 1 Direction Suffix 1 Direction suffix of the secondary property, for example, N, S, E, W. Contact Record – Properties – Edit Property – Property Address
Other Property 1 Suite No 1 Suite number of the secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 1 PO_Box 1 Post office box number of the secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 1 Bldg_Floor 1 Floor of the secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 1 City 1 City of the secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 1 County 1 County of the secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 1 State 1 State of the secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 1 Zip 1 ZIP code of the secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 1 Country 1 Country of the secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 2 House Number 2 House number of the other secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 2 Direction Prefix 2 Direction prefix of the other secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 2 Street 2 Street name of the other secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 2 Street Designator 2 Street designator of the other secondary property, for example, Avenue, Street, etc. Contact Record – Properties – Edit Property – Property Address
Other Property 2 Direction Suffix 2 Direction suffix of the other secondary property, for example, N, S, E, W. Contact Record – Properties – Edit Property – Property Address
Other Property 2 Suite No 2 Suite number of the other secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 2 PO_Box 2 Post office box number of the other secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 2 Bldg_Floor 2 Floor of the other secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 2 City 2 City of the other secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 2 County 2 County of the other secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 2 State 2 State of the other secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 2 Zip 2 ZIP code of the other secondary property. Contact Record – Properties – Edit Property – Property Address
Other Property 2 Country 2 Country of the other secondary property. Contact Record – Properties – Edit Property – Property Address

 

Export Fields

You can also download a complete list of the export fields in PDF or XLS format.

Field Header Description Location
Contact Type Contact types assigned to this contact Contact Record – Contact/Lead Details Tab
Source Source of the primary contact. Contact Record – Lead Info Tab
Inquiry form Inquiry form of the primary contact. Contact Record  – Lead Info Tab (displayed as “Sub Source”)
Primary FirstName First name of the primary contact. Contact Record – Contact/Lead Details Tab
Primary LastName Last name of the primary contact. Contact Record – Contact/Lead Details Tab
Primary Initial Middle initial of the primary contact. Contact Record – Contact/Lead Details Tab
Primary NickName Nickname of the primary contact. Contact Record – Contact/Lead Details Tab
Primary Jr_Sr Jr., Sr. name suffix of the primary contact. Contact Record – Contact/Lead Details Tab
Primary Mr_Mrs Mr., Mrs. name prefix of the primary contact. Contact Record – Contact/Lead Details Tab
Primary Title Title of the primary contact, for example, Manager. Contact Record – Contact/Lead Details Tab
Primary Designation Designation of the primary contact, for example, CRS, GRI. Contact Record – Contact/Lead Details Tab
Letter Salutation Letter salutation. Contact Record – Contact/Lead Details Tab
Envelope/Label Salutation Envelope/Label salutation. Contact Record – Contact/Lead Details Tab
Company Company name. Contact Record – Contact/Lead Details Tab
Primary Gender Gender of the primary contact. Contact Record – Contact/Lead Details Tab
Primary Birthday Birthday of the primary contact (MM/DD/YYYY format) Contact Record – Contact/Lead Details Tab
Email Address Email address of the primary contact. Contact Record – Contact/Lead Details Tab
Unsubscribed Whether or not the contact has unsubscribed to the agent’s emails Contact Record – Contact/Lead Details Tab
Web Address Web address of the primary contact. Contact Record – Contact/Lead Details Tab
Other Email_Web Type Type of other email/web address of the primary contact (can only be Email or Web site). Contact Record – Contact/Lead Details Tab
Other Email_Web Addr Other email/web address of the primary contact, for example, me@ you.com. Contact Record – Contact/Lead Details Tab
Other Email_Web Desc Description of other email/web address of the primary contact, for example, Home email. Contact Record – Contact/Lead Details Tab
Home Phone Home phone number of the primary contact. Contact Record – Contact/Lead Details Tab
Home Phone Ext Home phone number extension of the primary contact. Contact Record – Contact/Lead Details Tab
Home Ph Desc Description of home phone number of the primary contact, for example, Unlisted number. Contact Record – Contact/Lead Details Tab
Bus Phone Business phone number of the primary contact. Contact Record – Contact/Lead Details Tab
Bus Phone Ext Business phone number extension of the primary contact. Contact Record – Contact/Lead Details Tab
Bus Ph Desc Description of business phone number of the primary contact, for example, Downtown office. Contact Record – Contact/Lead Details Tab
Other Phone Other phone number of the primary contact. Contact Record – Contact/Lead Details Tab
Other Phone Ext Other phone number extension of the primary contact. Contact Record – Contact/Lead Details Tab
Other Ph Desc Description of other phone number of the primary contact, for example, Second line. Contact Record – Contact/Lead Details Tab
Other Ph Nums Title Title of second other phone number of primary contact, for example, Cellular. Contact Record – Contact/Lead Details Tab
Other Phone Nums Second other phone number of the primary contact. Contact Record – Contact/Lead Details Tab
Other Phone Nums Ext Second other phone number extension of the primary contact. Contact Record – Contact/Lead Details Tab
Other Ph Nums Desc Description of second other phone number of the primary contact. Contact Record – Contact/Lead Details Tab
Mobile Phone Mobile phone number of the primary contact. Contact Record – Contact/Lead Details Tab
Mobile Phone Ext Mobile phone number extension of the primary contact. Contact Record – Contact/Lead Details Tab
Mobile Ph Desc Description of mobile phone number of the primary contact, for example, Car phone. Contact Record – Contact/Lead Details Tab
Pager Number Pager number of the primary contact. Contact Record – Contact/Lead Details Tab
Pager Ext Pager number extension of the primary contact. Contact Record – Contact/Lead Details Tab
Pager Desc Description of pager number of the primary contact, for example, Work pager. Contact Record – Contact/Lead Details Tab
Fax Number Fax number of the primary contact. Contact Record – Contact/Lead Details Tab
Fax Ext Fax number extension of the primary contact. Contact Record – Contact/Lead Details Tab
Fax Desc Description of fax number of the primary contact, for example, Home office. Contact Record – Contact/Lead Details Tab
Urgency Indicating level of urgency or importance for leads only Contact Record -Lead Details Tab
Contact Note Date Date of the contact note. Contact Record – Notes Tab
Contact Notes Contact notes (3000 character max.) Contact Record – Notes Tab
Hidden contacts Created only for closing parties. There is an option that the users selects to create the closing party for this closing only – it will not show up in the rolodex, summary, etc. Not Displayed
Secondary FirstName First name of the secondary contact. Contact Record – Associates – Edit Associate
Secondary LastName Last name of the secondary contact. Contact Record – Associates – Edit Associate
Secondary Initial Middle initial of the secondary contact. Contact Record – Associates – Edit Associate
Secondary NickName Nickname of the secondary contact. Contact Record – Associates – Edit Associate
Secondary Jr_Sr Jr., Sr. name suffix of the secondary contact. Contact Record – Associates – Edit Associate
Secondary Mr_Mrs Mr., Mrs. name prefix of the secondary contact. Contact Record – Associates – Edit Associate
Secondary Title Title of the secondary contact. Contact Record – Associates – Edit Associate
Secondary Designation Designation of the secondary contact. Contact Record – Associates – Edit Associate
Secondary Gender Gender of the secondary contact. Contact Record – Associates – Edit Associate
Secondary Birthday Birthday of the secondary contact (MM/DD/YYYY) format. Contact Record – Associates – Edit Associate
FF FirstName Family/friend’s first name. Contact Record – Associates – Edit Associate
FF LastName Family/friend’s last name. Contact Record – Associates – Edit Associate
FF Birthday Birthday of family/friend contact (MM/DD/YYYY format). Contact Record – Associates – Edit Associate
FF Relation Relation to the primary contact, for example, sister. Contact Record – Associates – Edit Associate
FF Resident Resides with the primary contact. Must be left blank for No. Contact Record – Associates – Edit Associate
Asst FirstName First name of the primary contact’s assistant. Contact Record – Associates – Edit Associate
Asst LastName Last name of the primary contact’s assistant. Contact Record – Associates – Edit Associate
Asst Initial Middle initial of the primary contact’s assistant. Contact Record – Associates – Edit Associate
Asst Designation Designation of the primary contact’s assistant. Contact Record – Associates – Edit Associate
Asst Email Email address of the primary contact’s assistant. Contact Record – Associates – Edit Associate
Tenant ID Unique identifier used to link record in DB. Not Displayed
Tenant Primary FirstName Information found under the Tenant sub tab of the properties tab in contact records. Contact Record – Properties – Edit Property – Tenants
Tenant Primary LastName Information found under the Tenant sub tab of the properties tab in contact records. Contact Record – Properties – Edit Property – Tenants
Tenant Primary Mr/Mrs Information found under the Tenant sub tab of the properties tab in contact records. Contact Record – Properties – Edit Property – Tenants
Tenant Secondary FirstName Information found under the Tenant sub tab of the properties tab in contact records. Contact Record – Properties – Edit Property – Tenants
Tenant Secondary LastName Information found under the Tenant sub tab of the properties tab in contact records. Contact Record – Properties – Edit Property – Tenants
Tenant Secondary Mr/Mrs Information found under the Tenant sub tab of the properties tab in contact records. Contact Record – Properties – Edit Property – Tenants
Tenant Home Phone Information found under the Tenant sub tab of the properties tab in contact records. Contact Record – Properties – Edit Property – Tenants
Tenant Home Ext Information found under the Tenant sub tab of the properties tab in contact records. Contact Record – Properties – Edit Property – Tenants
Tenant Home Ph Desc Information found under the Tenant sub tab of the properties tab in contact records. Contact Record – Properties – Edit Property – Tenants
Tenant Business Phone Information found under the Tenant sub tab of the properties tab in contact records. Contact Record – Properties – Edit Property – Tenants
Tenant Bus Ext Information found under the Tenant sub tab of the properties tab in contact records. Contact Record – Properties – Edit Property – Tenants
Tenant Bus Ph Desc Information found under the Tenant sub tab of the properties tab in contact records. Contact Record – Properties – Edit Property – Tenants
Tenant Mobile Phone Information found under the Tenant sub tab of the properties tab in contact records. Contact Record – Properties – Edit Property – Tenants
Tenant Mobile Ext Information found under the Tenant sub tab of the properties tab in contact records. Contact Record – Properties – Edit Property – Tenants
Tenant Mobile Ph Desc Information found under the Tenant sub tab of the properties tab in contact records. Contact Record – Properties – Edit Property – Tenants
Address ID Unique identifier used to link record in DB. Not Displayed
Property Type The type of property of the particular address. Primary properties should contain a value of Primary and Investment properties a value of Investment. Other values may appear here from time to time. Contact Record – Properties – Edit Property – Property Address
House Number House number. Contact Record – Properties – Edit Property – Property Address
Direction Prefix Direction prefix, for example, N, S, E, W. Contact Record – Properties – Edit Property – Property Address
Street Street name. Contact Record – Properties – Edit Property – Property Address
Street Designator Street designator, for example, Avenue, Street, etc. Contact Record – Properties – Edit Property – Property Address
Direction Suffix Direction suffix, for example, N, S, E, W. Contact Record – Properties – Edit Property – Property Address
Suite No Suite number. Contact Record – Properties – Edit Property – Property Address
PO_Box Post office box number. Contact Record – Properties – Edit Property – Property Address
Bldg_Floor Floor. Contact Record – Properties – Edit Property – Property Address
City City. Contact Record – Properties – Edit Property – Property Address
County County. Contact Record – Properties – Edit Property – Property Address
State State. Contact Record – Properties – Edit Property – Property Address
Zip ZIP code. Contact Record – Properties – Edit Property – Property Address
Country Country. Contact Record – Properties – Edit Property – Property Address
List Price List price of the current property. Contact Record – Properties – Edit Property – Property Details
Sales Price Sale price of the current property. Contact Record – Properties – Edit Property – Property Details
Taxes Taxes on the current property. Contact Record – Properties – Edit Property – Property Details
Tax Year Tax year of the current property. Contact Record – Properties – Edit Property – Property Details
Tax Asses Tax assessment of the current property. Contact Record – Properties – Edit Property – Property Details
Land Asses Land assessment of the current property. Contact Record – Properties – Edit Property – Property Details
Air Con Air conditioning type. Contact Record – Properties – Edit Property – Property Details
RV Parking Recreational vehicle parking availability. Must be Yes or left blank for No. Contact Record – Properties – Edit Property – Property Details
Attached Attached property. Must be Y or N. Contact Record – Properties – Edit Property – Property Details
Bldg Improve Building improvements value, in $, of the current property. Contact Record – Properties – Edit Property – Property Details
Tax Roll No Tax roll number of the current property. Contact Record – Properties – Edit Property – Property Details
Year Built Year the current property was built. Contact Record – Properties – Edit Property – Property Details
Bedrooms Number of bedrooms in the current property. Contact Record – Properties – Edit Property – Property Details
Bathrooms Number of bathrooms in the current property. Contact Record – Properties – Edit Property – Property Details
Lot Size Lot size of the current property. Contact Record – Properties – Edit Property – Property Details
Sq Feet Square footage of the current property. Contact Record – Properties – Edit Property – Property Details
Levels Number of levels of the current property. Contact Record – Properties – Edit Property – Property Details
House Style House style of the current property. Contact Record – Properties – Edit Property – Property Details
Parking Description of available parking at the current property. Contact Record – Properties – Edit Property – Property Details
Zoning Zoning of the current property. Contact Record – Properties – Edit Property – Property Details
Flooring Description of the flooring in the current property. Contact Record – Properties – Edit Property – Property Details
Dist To Transit Distance to transit from the current property. Contact Record – Properties – Edit Property – Property Details
Dist To School Distance to school from the current property. Contact Record – Properties – Edit Property – Property Details
Last Sold Date of last sale of the current property. (MM/DD/YYYY format). Contact Record – Properties – Edit Property – Property Details
Heating Description of heating type in the current property. Contact Record – Properties – Edit Property – Property Details
Roof Description of the roof type on the current property. Contact Record – Properties – Edit Property – Property Details
Other Items Description of other items affecting the current property, for example, built-in vacuum. Contact Record – Properties – Edit Property – Property Details
Construction Description of construction of the current property. Contact Record – Properties – Edit Property – Property Details
Exterior Description of exterior construction of the current property. Contact Record – Properties – Edit Property – Property Details
Area Description of area location of the current property. Contact Record – Properties – Edit Property – Property Details
Fireplaces Description of fireplaces in the current property. Contact Record – Properties – Edit Property – Property Details
Basement Description of the basement in the current property. Contact Record – Properties – Edit Property – Property Details
Sewer Description of the sewer in the current property. Contact Record – Properties – Edit Property – Property Details
Water Description of the water supply in the current property. Contact Record – Properties – Edit Property – Property Details
Financing Description of financing on the current property. Contact Record – Properties – Edit Property – Property Details
Legal Descr Legal description of the current property. Contact Record – Properties – Edit Property – Property Details
Property Descr Description of the current property. Contact Record – Properties – Edit Property – Property Details
Room Type ID Unique identifier used to link record in DB. Contact Record – Properties – Edit Property – Property Details
Room Description Description of an additional room of the current property. Contact Record – Properties – Edit Property – Property Details
Room Length Length of an additional room in feet. Contact Record – Properties – Edit Property – Property Details
Room Width Width of an additional room in feet. Contact Record – Properties – Edit Property – Property Details
Room Dimension Length and width of standard rooms of the current property, for example, Living room [x] x [y]. Contact Record – Properties – Edit Property – Property Details
Room Description of a feature room of the current property, for example, Great room. Contact Record – Properties – Edit Property – Property Details
Features Description of other features of the current property, for example, Pool. Contact Record – Properties – Edit Property – Property Details
Site/View Description of the current property’s site/view, for example, Waterfront. Contact Record – Properties – Edit Property – Property Details
Present Min Price Minimum asking price of the present property/address. Contact Record – Properties – Edit Property – Property Details
Present Max Price Maximum asking price of the present property/address. Contact Record – Properties – Edit Property – Property Details
Present Property ID Unique identifier used to link record in DB. Not Displayed
Present Hm Note Date Date of the present home notes. Not Displayed (7i Only)
Present Hm Notes Present home notes Not Displayed (7i Only)
Future Min Price Found under lead info tab of the lead record. Pertains to the buyer preferences section. Contact Record – Lead Info Tab
Future Max Price Found under lead info tab of the lead record. Pertains to the buyer preferences section. Contact Record – Lead Info Tab
Future House Style Found under lead info tab of the lead record. Pertains to the buyer preferences section. Contact Record – Lead Info Tab
Future Sq Feet Found under lead info tab of the lead record. Pertains to the buyer preferences section. Contact Record – Lead Info Tab
Future Bedrooms Found under lead info tab of the lead record. Pertains to the buyer preferences section. Contact Record – Lead Info Tab
Future Bathrooms Found under lead info tab of the lead record. Pertains to the buyer preferences section. Contact Record – Lead Info Tab
Future Area Found under lead info tab of the lead record. Pertains to the buyer preferences section. Contact Record – Lead Info Tab
Future Dist To School Found under lead info tab of the lead record. Pertains to the buyer preferences section. Contact Record – Lead Info Tab
Future Features Found under lead info tab of the lead record. Pertains to the buyer preferences section. Contact Record – Lead Info Tab
Future Parking Found under lead info tab of the lead record. Pertains to the buyer preferences section. Contact Record – Lead Info Tab
Future Other Items Found under lead info tab of the lead record. Pertains to the buyer preferences section. Contact Record – Lead Info Tab
Future Hm Note Date Found under lead info tab of the lead record. Pertains to the buyer preferences section. Contact Record – Lead Info Tab
Future Hm Notes Found under lead info tab of the lead record. Pertains to the buyer preferences section. Contact Record – Lead Info Tab
Listing ID Unique identifier used to link record in DB. Not Displayed
List Addr ID Unique identifier used to link record in DB. Not Displayed
List Addr Listing address Listing Record – Property Address Tab
List Exp Date Listing expiry date Listing Record – Listing Info Tab
List Exp Reminder Date Listing expiry reminder date Listing Record – Listing Info Tab
List MLS No Listing MLS number Listing Record – Listing Info Tab
List Property Type Listing property type Listing Record – Property Address Tab
List House Style Listing house style Listing Record – Property Address Tab
Listing Price Listing list price Listing Record – Listing Info Tab
List Date Listing list date Listing Record – Listing Info Tab
List Term Listing term; a value in number of days Listing Record – Listing Info Tab
List Source Listing source Listing Record – Listing Info Tab
List Terms Listings terms and conditions. Called “Terms” in Top Producer CRM. Listing Record – Listing Info Tab
List Status ID Unique identifier used to link record in DB. No Displayed
List Status Listing status Listing Record – Listing Info Tab
List Note Date Listing notes date of note Listing Record – Notes Tab
List Notes Listing notes Listing Record – Notes Tab
List Inclusions Not used in Top Producer CRM Not Used
List Exclusions Not used in Top Producer CRM Not Used
Sellers Name Names of all the sellers (for displaying on Listing summary) Not Displayed
List Seller Primary listing seller Listing Record – Listing Parties
List Commission Listing commission Listing Record – Listing Info Tab
How To Show Instructions on how to show (just text). Called “How to show” in Top Producer CRM. Listing Record – Listing Info Tab
Sign Placed Has a for sale sign been placed on the property Listing Record – Listing Info Tab
Lock Box Checkbox State Not used in Top Producer CRM Not Used
Lock Box No Lock box number Listing Record – Listing Info Tab
Flyer Description Not used in Top Producer CRM Not Used
Flyer Text Not used in Top Producer CRM Not Used
Listing Agent ID Unique identifier used to link record in DB. Not Displayed
Listing Agent Listing agent name Listing Record – Listing Parties
Closing ID Unique identifier used to link record in DB. Not Displayed
Closing Addr ID Unique identifier used to link record in DB. Not Displayed
Closing Addr Address of closing Closing Record – Property Address
Closing MLS No MLS # of closing Closing Record – Closing Info
Closing Sales price Closing Sales price Closing Record – Closing Info
Closing Commission Closing Commission Closing Record – Closing Info
Closing Source Closing Source Closing Record – Closing Info
File No Closing file number Closing Record – Closing Info
Closing Property Type Closing Property Type Closing Record – Property Address
Acceptance Date Closing acceptance Date Closing Record – Closing Info
Possession Date Closing possession Date Closing Record – Closing Info
Closing Date Closing Date Closing Record – Closing Info
Representation Which side the agent represents, buyer, seller or both Closing Record – Closing Parties
Closing Party ID Unique identifier used to link record in DB. Not Displayed
Closing Party Name Name of the closing party Closing Record – Closing Parties
Closing Party Role Role of the closing party Closing Record – Closing Parties
Closing Party Role ID Unique identifier used to link record in DB. Not Displayed
Closing Status ID Unique identifier used to link record in DB. Not Displayed
Closing Status Closing’s status Closing Record – Closing Info
Closing Note Date Date of the closing note Closing Record – Notes Tab
Closing Notes Closing note Closing Record – Notes Tab
Closing Agent ID Unique identifier used to link record in DB. Not Displayed
Closing Agent Closing agent Closing Record – Closing Parties
Closing Agent Role Role of the closing agent Closing Record – Closing Parties
Lead Type Type of lead: buyer, seller, both Contact Record – Lead Info Tab
Lead Status ID Unique identifier used to link record in DB. Not Displayed
Lead Status Lead status Contact Record – Contact/Lead Details Tab
Lead Assigned To ID Unique identifier used to link record in DB. Not Displayed
Lead Assigned To Name Indicates which agent this lead is assigned to Contact Record – Contact/Lead Details Tab
Referred Contact ID Unique identifier used to link record in DB. Not Displayed
Referred Contact Name Contact name the referral is linked to Referral Summary – Edit Referral – Referred Contacts Tab
Referred To/By Contact ID Unique identifier used to link record in DB. Not Displayed
Referred To/By Contact Name Contact name the referral is sent to or received from Referral Summary – Edit Referral – Referring Party Tab
Referral Direction Sent or Received Referral Summary – Edit Referral – Referring Party Tab
Referral Number Referral number Referral Summary – Edit Referral – Referral Info Tab
Referral Source Referral source Referral Summary – Edit Referral – Referral Info Tab
Referral Date Date of the referral Referral Summary – Edit Referral – Referral Info Tab
Transaction Status ID Unique identifier used to link record in DB. Not Displayed
Transaction Status Referral transaction status Referral Summary – Edit Referral – Referral Info Tab
Referral Closing Date The date on which the date of the home closed on Referral Summary – Edit Referral – Referral Info Tab
Sale price Sale price of the home the referral is for Referral Summary – Edit Referral – Referral Info Tab
Commission Amount Referral commission amount Referral Summary – Edit Referral – Referral Info Tab
Check Amount Not used in Top Producer CRM Not Used
Check Sent/Received Date Date which the amount of the referral was sent or received Referral Summary – Edit Referral – Referral Info Tab
Referral Fee Percent Referral fee % Referral Summary – Edit Referral – Referral Info Tab
Referral Flat Fee Flat fee for the referral in $ Referral Summary – Edit Referral – Referral Info Tab
Referral Progress ID Unique identifier used to link record in DB. Not Displayed
Referral Progress Status Referral status – indicating referral life cycle. This is automatically set if the contact in the referral is a party to a listing or closing. Referral Summary – Edit Referral – Record Header
Referral Note Date Referral note date Referral Summary – Edit Referral – Notes Tab
Referral Notes Referral note Referral Summary – Edit Referral – Notes Tab
Referral Assigned To ID Unique identifier used to link record in DB. Not Displayed
Referral Assigned To Name Indicates which agent this referral is assigned to Referral Summary – Edit Referral – Referral Info Tab