Top Producer CRM tweaks to help you work smarter–not harder–this summer

We’ve made a few updates to Top Producer CRM we want to let you know about. Nothing earth shattering, but these little tweaks have been requested by many. My hope is that they’ll make your life a wee bit easier so you can spend more time enjoying summer (on a beach with a drink and a book in hand).

So let’s get to it.

New Sales Pipeline status

If you use the Sales Pipeline to help you track your business from new leads to closed deals, we’ve got another status for you. This one’s for those contacts in your database that just aren’t an opportunity—now or never—but you don’t have the ♥ to delete them from your database. Who knows what the future holds, right?

So just assign them the Inactive status and they’ll be off your radar but still in your database.

Inactive status

And while we’re on the topic of the pipeline, one thing we want to make clear here is that we’ve provided suggestions on how you can use the statuses. We know that each and every one of you has your own unique way of doing business though, so use them as you see fit! The world is your oyster… I mean pipeline.

Find your recently-viewed contacts with just a click (seriously)

Whether you’re on the dashboard hanging out with the coach, adding a listing, or performing a mailout, your recently-viewed contacts are now just a click away.

Recently viewed

Introducing Top Producer FastTrack

We’re excited to introduce you to Top Producer FastTrack—a tool designed specifically to help you effortlessly reach your business goals using our products. To access it, just click the FastTrack menu item.

Fasttrack

When you do, FastTrack will start by asking you a few questions to get to know you better. Once FastTrack knows what your goals are, then it lays out your own personalized plan to help you succeed. Your time is best spent helping your clients find the homes of their dreams, so it gives you simple goals you can achieve in minutes (with no shortage of coaching and guidance along the way I might add).

FastTrack

 

A couple of applications have been added for quick access

FiveStreet and Top Producer Tools have made the list! Just go to the Applications menu to access ’em.

Application menu

(Psst, if you subscribe to Market Snapshot too and haven’t yet checked out Top Producer Tools, do yourself a favor and take it for a spin. It’s where you can access the super pretty, super effective landing pages we designed for you.)

And last but not least, we’ve addressed a few minor annoyances

Template-related issues:

  • We’ve obliterated the spaces before and after your merge codes.
  • Your letters that contain huge images will no longer accompany itty bitty text. Now when you print your massive images, the text will be a reasonable size.
  • Performing a mailout no longer results in a “Hey, your template’s been deleted!” message.

Other miscellaneous issues:

  • Now when you add a new contact, the address will always be saved (hallelujah). Previously, if you abbreviated certain street designators, the address wouldn’t be saved.
  • We’ve gotten rid of the somewhat random errors you may have experienced when you viewed your completed activities.

 

That’s it for now. We hope you enjoy, and if you feel like it, leave a comment or suggestion. We love to hear what you think!

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  • Anonymous

    By the way, I noticed that signatures are not complete missing a company logo. I swiched to a different one. Is there any way you can fix it or is part of the changes that made that change my signatures.

    • crodgers

      Hi there, you can add your company logo to your email signature. From the Settings area in Top Producer CRM, click the Email tab > then click the Signature tab > click the signature you want to edit > click Insert Company Logo in the bottom right. Let us know if we can assist further.

  • Beata kolpek

    I agree with the previous comments…all of them. The old format was superior to what we have now.

  • Anonymous

    Please add “Escrow” to the pipeline. I want to see a bucket showing the contacts in escrow.

  • Tina Pavlov

    Now that you have eliminated the spaces in front & behind merge codes, the contact, address, city, etc. are all on one line. Some other merge codes are the same way. I have had issues with editing these templates. You can’t tell where a new page starts and the lines go far beyond margins. There is no real way to see what you are editing until you save and then go back to preview. IMHO, this new editor is horrible. I have used TP since it was 4.0 desktop. I have way too many letters to go back thru and update.

    • crodgers

      Hi Tina, I’ve forwarded your info to our Customer Care group. They’ll contact you shortly to help out with the issues you’ve been experiencing.

    • Beata kolpek

      I agree with Tina, going through the letter templates and editing them has been NO picnic. I liked the letters the old way. I’ve been with TP since 5.0 — when updates where on a disc 😉
      Some changes are not preferred.

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