Free Live Online Classes

We invite you to attend one or more of our free instructor-led online classes. All classes last between 45 and 90 minutes and have one or more live Q&A periods.



Top Producer CRM: Setting up for Success

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Class Objectives

This introductory course is designed to help your setup Top Producer CRM account for success. This 30 minute session (with 15 minute question & answer period) will cover the following basic setup steps:

  • Initial Login
  • Setup Wizard
  • Top Producer Mobile Setup

We will also cover the following optional setup steps:

  • Lead Integration
  • Enabling Lead Alerts
  • Email History Configuration
  • Data Conversion


Top Producer CRM: Top Producer 101

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Class Objectives

This introductory class is designed to get your account setup quickly and get you off the ground running. Additionally, this class will introduce you to some ways to organize your database by relevance and priority, by using contact types and pipeline stages. This 30 minute session (with 15 minute question & answer period) will cover the following features:

  • Initial Login
  • Setup Wizard
  • Top Producer Mobile
  • Contact Types & Pipeline Stages
  • Data Conversion


Top Producer CRM: Following-Up for Repeats & Referrals

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Class Objectives

This class is designed to teach you how Top Producer CRM can help you manage your database and stay in touch with all your clients, ensuring you maximize your revenue over the lifetime of the relationship. This 30 minute session (with 15 minute question & answer period) will cover the following features:

  • Follow-Up Coach
  • Search for Contacts
  • Adding & Viewing Notes


Top Producer CRM: Optimizing Response to Online Leads

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Class Objectives

This class is designed to help you manage your online leads through the entire sales cycle. You will learn how to aggregate your online leads into Top Producer CRM, and then follow-up and track them through all stages of the sales cycle. This 30 minute session (with 15 minute question & answer period) will cover the following features:

  • Lead Integration
  • Lead Alerts
  • Sales Pipeline
  • Follow-Up Coach


Top Producer CRM: Reaching out to Cultivate & Close

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Class Objectives

This class is designed to help you reach out to your network of contacts to discover and tap the potential they may have. You’ll learn how to import contacts into unique groups and follow-up using the Newsletter and Mass Email features of Top Producer CRM. This 30 minute session (with 15 minute question & answer period) will cover the following features:

  • Import Contacts
  • Housing Trends Newsletter
  • Mass Email


Top Producer CRM: Working Your Database

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Class Objectives

  • 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 Follow-Up

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Class Objectives

In this hour long session (with time for Q&A), we will cover the following:

  • Interpreting a Market Snapshot report
  • Using the Market Snapshot report to:
    • Follow-up with early stage buyers & sellers
    • Follow-up with sphere of influence & past clients
    • Follow-up using TP Mobile
  • Creating a lead inquiry form
  • Tools for positioning Market Snapshot using Social Media

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.

© 2014 Top Producer Systems Company ULC. All Rights Reserved.