The Main Thing Is To Keep
The Main Thing, The Main Thing



Strategic Tip:

Stay organized and effectively prioritize your activities with TOP PRODUCER® 7i's Today's Business feature.


Practical Benefits
:


According to personal development specialist Stephen Covey, the key to increasing your productivity is to clearly define your goals and prioritize the activities that will best help you reach them. In real estate, defining the goals is the easy part: selling a certain number of homes, making a certain amount of money, building your contact database, and so on. The hard part is staying organized and focused on the main tasks that will get you there.

TOP PRODUCER 7i's Today's Business feature, linked directly to your Scheduler, Lead Manager, contact records, and Listing and Closing files, is a powerful tool that has helped many successful agents do just that. Today's Business provides a numeric overview of your scheduled activities and Action Plan tasks - leads, appointments, to-dos, calls, letters, emails, postcards, referrals, listing and closing to-dos - for any date range you select. Additionally, Today's Business also:

  1. Gives you instant access to the activities themselves, letting you review their details and mark them "done" when completed.
  2. Lets you print a daily, weekly or monthly report of all your activities.
  3. Lets you monitor all tasks you delegate to your assistants.

With all these features, Today's Business is like an electronic assistant that reminds you of your potential tasks so you can decide what's most important and design an agenda to maximize your productivity and profits.


Instructions:

To access Today's Business, please do the following:

  1. From the TOP PRODUCER 7i main menu, click Schedule, Today's Business, then Summary.


To set up Today's Business so it automatically appears when you start
TOP PRODUCER 7i, please do the following:

  1. From the TOP PRODUCER 7i main menu, click Setup, Preferences, then General.
  2. In the Preferences window, under Auto display on start up, select Today's business.

To adjust the Today's Business date range, please do the following:

  1. In the Today's business window, click Date range.
  2. In the Enter date range message box, fill in the From and to fields (or click the calendar icons and select the desired range), then click OK.
  3. In the Today's business window, click Start search.


To view Today's Business by assignment, please do the following:

NOTE: By default, Today's Business displays the registered agent's activities.

  1. In the Today's business window, select the user (i.e. partner or assistant) in the assigned to drop-down list box, then click Start search.


To view a specific activity window, please do the following:

  1. In the Today's business window, select the user and date range, then click the desired activity category. The [Activity] assigned to [User] from [Date range] window appears.

Depending on the activity category you have selected, you can view, edit, mark "done," delete, print, email, view a report, or directly access an associated contact record, listing file or closing file by clicking the corresponding action menu item.

For more detailed instructions on how to use the Today's Business feature, please refer to the TOP PRODUCER 7i User Guide and the Online Help, accessible through the Help menu in the program's main menu.


We Want To Hear From You!


Education and Training
TOP PRODUCER currently has a North American network of over 100 Certified Trainers and over 25 System Consultants who would like to show you how to maximize your sales. To find out more about upcoming TOP PRODUCER Training sessions in your area, please click here

Technical Support

TOP PRODUCER 7i comes with unlimited toll-free technical support. So if you need any assistance with your system, our friendly support agents will be happy to help you. Just call us at 1-800-830-6047, or email us at: support@topproducer.com

 

 

To change your email address, please send an email to
addresschange@topproducer.com with both your old and
new email addresses in the "Subject:" line.

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