Dashboard
Whenever you log in to 8i you’ll be taken to the Home page, or Dashboard. The Dashboard gives you a snapshot of key items related to your business – activities, prospects, listings, and closings. You can also search for all the contacts you’ve established and access your account settings, all from one central location. If you wish to return to the Dashboard, click the Home icon on the main menu.
The Dashboard is divided into 8 different areas. 
Tip: It is possible to configure 8i to show or hide areas 1-4 (My Business, Leads, Listings, and Closings) inside Settings. For more information, see Home Settings.
- My Business
My Business provides a summary of your important activities that are recently due, currently due, or upcoming and gives you access to your Prospect List.
Click the drop-down lists in the top right-hand corner to view activities for assistants or team members and activities for a different preset date range. For more information about the My Business area, see the My Business article.
Tip: Links allow you to open records in 8i. Any time you hover over text that becomes underlined, 8i allows you to open that record by clicking on the link. For example, if you hover over “Follow-up” in the image above, the text becomes underlined, and all you have to do is click the link to open that record to view its full details.
- Leads Section
See a list of your recent leads. You can use the tabs to see either leads received today, in the last 7 days, in the last 30 days, or your Favorite leads (no time limit). You can also click the Lead Quality tab to view lead quality for all leads in your database.
- Listings Section
View a list of your active listings to help you keep track of those that are close to expiring. The
icon next to the listing’s expiration date reminds you that it will expire soon.
- Closings Section
View a list of your pending closings, sorted by closing date.
Tip: You can sort records for the activities, listings, and closings sections by clicking on the column name you’d like the records sorted by. For example, listings are sorted by Address by default. If you’d like to sort them alphabetically by seller, simply click on the Sellers column name.
- Contact Status
Statistics on all of your contacts based upon multiple criteria, such as if they have been contacted (and how many times) and information entered into their record. This information is updated nightly. This area can be disabled inside Preferences, on the Contacts tab by selecting Contact Status Setting.
- Contacts Look-up Area
This area allows you to search for any contact and view a summary of contact information.
Click the View Contact link from an open contact to view the record’s full details, or click the email address to send an email to the contact.
Tip: You can use the move up
icon or the move down 
icon to change the location of the Contact Status Pie Chart and the Contact Rolodex. - Main Menu Bar
The Main menu bar is a list of icons that organize access to key features and records in one central location. The names of the icons represent the type of record or feature available to you. Clicking on an icon, such as the Contacts icon for example, opens a list of submenu items that show what you can do from the icon.
The only icon that doesn’t have any submenu items is the Home icon. Click this icon any time you want to return to the Dashboard.
Clicking on a main menu item opens a landing page where you can view sections that give you a handy statistical overview of the selected record type. You can also create detailed reports. This analytics tool is designed to help you understand your business better so you can take more strategic action.
For example, clicking on the Contacts main menu item opens the Contacts landing page. Contacts, leads and referrals are organized into seperate sections.
- Information and Account Setup Links
These links give you access to product help and your Top Producer 8i account preferences and setup information.
- Account Menu:
My Account: View or change your 8i account information, including your contact information, photos, and team members.
Settings: Opens the Settings page where you can set up different areas of 8i to better suit the way you do business.
Sign Out: Click this link once you’ve finished using 8i for the day.
- Help Center:
Help with this page: Click this link from any page to get page specific help from the Top Producer 8i Online Help.
Online Support: Click the link to open Top Producer Campus, our online community and support center for Top Producer customers.
Contact Us: Click the link to obtain contact information for Top Producer services and support.
