Working with your clients and their peeps just got a lot easier! You can now link (and unlink) client records with the click of a button, helping you stay organized and communicate more effectively with your clients and their connections.
Watch this quick video and read on for more info. You can also watch a more comprehensive Relationships webinar on our YouTube channel.
Stay organized & communicate more effectively with Relationships
From spouses and children to tenants and landlords, tracking your client relationships is easy. It just takes a couple of clicks to add a relationship. You can search from your existing database or add a new contact.
Adding a relationship to a client record in Top Producer X CRM
And from the new Relationships tab you’ll see all of your clients’ connections:
The new Relationships tab in Top Producer X CRM makes it easy to see client connections
Easily communicate with who you want to
Just want to email or text the primary contact? No problem. Every contact has their own record, so you can easily communicate with who you want to. But don’t worry, like magic the system will auto-suggest related contacts based on relationship, so you’ll never unintentionally leave anyone out again.
Compose email screen in Top Producer X with auto-suggestions based on relationship
And new merge codes make communicating with spouses a snap
Want to send an email to both the primary contact and their spouse? We now have merge codes for that! Gone are the days of manually entering spouse info—just click and select the merge code when drafting an email message:
Inserting a spouse merge code when creating an email in Top Producer X CRM
Q: I have spouses in Top Producer Classic (8i) that share a record. How will this work in Top Producer X CRM?
A: If you’ve entered the spouse name in the Spouse/Partner field in Top Producer Classic (8i):
Spouse field in Top Producer Classic (8i)
Then all it takes is the click of a button to convert that spouse to a ‘relationship’ in Top Producer X CRM and create their own record! The system will give you a heads up when viewing a client record that has a spouse, so just a one-time click is all it takes to create a new record for that spouse in X.
The system prompts to create a separate client record for the spouse in Top Producer X CRM
And that’s all there is to it! With this simple yet effective method of managing relationships, you’ll be more productive and organized. Happy connecting!