Free Live Online Classes
We invite you to attend one or more of our free instructor-led online classes. All classes last approximately 90 minutes and have one or more live Q&A periods.
Top Producer CRM: Establishing Your Database
- Create a quality contact.
- Apply contact types effectively.
- Create Notes to document customer contacts.
- Search for a contact.
- Edit a contact.
- Add properties to a contact record.
- Schedule follow up with a contact.
Top Producer CRM: Working Your Database
- Use the mass email feature.
- View, edit and create personal templates to customize your marketing.
- Use merge codes to create targeted marketing pieces.
- View, edit and create new action plans to automate your follow up.
- Apply personal action plans to your contacts.
- Setup and use social media integration in Top Producer to increase the touch points with your prospects.
Market Snapshot: Effective Lead Capture & Follow-Up
- Create a custom lead inquiry form.
- Position Market Snapshot to attract leads through conventional media such as newspapers and bus stop benches.
- Attract online leads through personal websites and social media tools.
- Schedule further follow up with prospects.