Mailbag for Dec. 23rd

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Happy 2016 everyone! We hope you had a relaxing holiday and are all set to kick some real estate bootie this year.

Right before the break, our fearless leaders once again sat down with you in the hopes of sharing some pearls of wisdom on how to best succeed with our products.

If you were out building snow angels instead (it’s okay—I was too, which is why this post is late), here are the top 5 q’s from the webinar.

Q: Do you have any tips on how a brand new user can get the most out of Top Producer CRM?

A: Oh, have we got suggestions for you! First off, keep it simple and focus on what’s really going to help you succeed. Following these 4 simple steps, you’ll never go wrong. (Click the image to see what we’re talking about.)

4 simple steps

Q: What is the best way to create and use action plans?

A: Good news! You can skip the creating part and jump right into the gratifying part—using them! We created a Simple Lead Conversion plan designed specifically to help you effortlessly convert your online leads. All you have to do is set the plan to automatically be applied to incoming leads and we’ll do the rest. (This post will walk you through all you need to know.)

Day 1 of the Simple Lead Conversion plan


Q: How do I sync my Google contacts with Top Producer CRM?

A: Easy peasey. From the Settings area in Top Producer CRM (see the top right of the screenshot below to access it), click the TP Sync tab > select Google > then sign in to your Google account.


Once you’ve done that, you’ll be able to select which contacts you want to sync with Top Producer CRM. If you need help, check out this article or give us a call at 1-800-830-8300. We’d be happy to walk you through it.

Q: How do top agents/brokers use Market Snapshot to achieve amazing results?

A: For starters, realize that while Market Snapshot works wonders with your leads and active clients, don’t forget it’s also super effective for your past clients and sphere too. Check out this recipe for success:

Using Market Snapshot for the entire lead lifecycle

And if you haven’t met our free-with-your-Market-Snapshot-subscription landing pages yet, they’ll take your breath away. Not only are they pretty, but they’ll make generating leads a snap and you can post a link on your Facebook page too.

Last but most certainly not least, this post is cholk-full of ways to give Market Snapshot a boost.

Q. What is the best way to clean up my database?

A: Excellent question—the duplicate contact check in Top Producer CRM is a great place to start!

To access it, just go to Contacts > Show duplicates > select the duplicate contacts > click Merge Selected. (Don’t worry, we show you a preview first before we do anything, but additional instructions can be found here if you need ’em.)


Another quick tip—if you sync your data with Outlook or Gmail or import records from time to time, it’s possible that some pesky empty contact records have made their way into your database. To check, just go to Contacts > Contacts Summary > look for any data-less records at the top of the list.

Blank records

Of course you want to make sure these records are useless before you delete them, so select them > click Mass Open > take a boo at the record > then click Delete Contact in the bottom right as you cycle through them.

That’s it for now, but before we part, this is a new year and we too have goals we want to achieve. At the top of this list is helping you succeed with our products, so feel free to leave comments, questions or stuff you’d like us to write about—we love to hear what you think!

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