Top Producer® 8i CRM: Creating a Service Report
Service reports make it easy to keep your clients up to date on all the things you do for their listings. They enable you to regularly gather all of the […]
Read More...Subcategories: Closings | Listings
Top Producer® 8i CRM: Publishing a Service Report to your Customer Web Page
Customer Web Pages are individual, password-protected web pages linked to a contact record. Every time you publish and send a service report, it appears on the web page and a […]
Read More...Top Producer® 8i CRM: Creating a Customer Web Page
Customer Web Pages are the customer-specific, password-protected web pages to which you publish the Service Reports for a listing or closing record. Each Customer Web Page is linked to a […]
Read More...Top Producer® 8i CRM: Automating Service Reports with Service Report Plans
Top Producer CRM makes it easy for you to generate and publish service reports by providing you with a tool to streamline the process – service report plans. Service report […]
Read More...Top Producer® 8i CRM: Applying an After-Sale Action Plan to a Buyer or Seller
The final action you should take to wrap up the deal is to assign an after-sale action plan to promote regular follow-up communication with your contacts. Open a contact record […]
Read More...Top Producer® 8i CRM: Transferring a Property
Once you’ve closed a deal, you can use Top Producer CRM’s transfer property feature to assign the property to its new owner. Transferring the property within Top Producer CRM preserves […]
Read More...Top Producer® 8i CRM: Creating Buyer and Seller Net Sheets
Buyer and seller net sheets are tools for helping clients understand the approximate costs of buying or selling a home. They’re a great way of preparing clients for costs they […]
Read More...Top Producer® 8i CRM: Customer Web Page Settings
Before you can begin creating Customer Web Pages in Top Producer CRM, you will need to define the necessary information you would like to appear in your Customer Web Pages. […]
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