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: 4 Simple Steps to Success

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Class Objectives

Top Producer CRM’s strength lies in the intuitive and responsive intelligence it has to offer, so in this webinar we’ll cover the 4 simple steps you should follow to make sure you reap the benefits from it. This 30 minute session (with 15 minute question & answer period) will cover the following 4 simple steps:

  • Importing Contacts
  • Lead Integration
  • Simple Lead Conversion Plan
  • Follow-Up Coach

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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
  • Email History

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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

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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

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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

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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.

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Market Snapshot: Effective Follow-Up

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Class Objectives

This class is designed to help you increase your listing volume using Market Snapshot Listing, Price Change and Sold Alerts. You will learn how to use Market Snapshot reports to follow up with your contacts as well as learn how to use Market Snapshot with the BrightOpen App. In this 30 minute session (with time for Q&A), we will cover the following:

  • Listing, Price Change, and Sold Alerts
  • Using the Market Snapshot report to:
    • Follow-up with early stage buyers & sellers
    • Follow-up with sphere of influence & past clients
  • How to use TP Mobile and Quick Snapshot to easily send a Market Snapshot
  • How to convert walk-ins into sales with the BrightOpen App

Watch Recorded Webinar


Top Producer Websites: Responsive Website Setup

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Class Objectives

The latest Top Producer Websites release includes 12 new mobile-friendly website templates—they’re stunning, modern, and the perfect place for you to showcase your brand and tell your story!

In this quick 15 minute webinar (with time for Q&A) we will covering the following objectives:

  • Why you need a website
  • What is a “responsive” website
  • Top Producer Website setup wizard
  • Managing your website content
  • Integrating your realtor.com® listings

Watch Recorded Webinar