Presentations

Viewing Default Presentation Templates

Top Producer CRM comes with a number of built-in presentation templates to help you generate detailed and targeted presentations for buyers and sellers. To view default presentation templates, click the Marketing main menu icon to open the Marketing landing page. From the Presentations category, click the Presentation Library link. The Presentation Library page opens. Presentation

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Saving, Printing and Emailing Presentations

You can save and print presentations, and email presentations to one or more contacts. Once emailed, the details will be saved in every recipient’s contact record. To save, print or email a presentation, from the main menu, go to Marketing > Presentations. Print the presentation or save it to your hard drive or another location.

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Manually Adding Comparables to Presentations

Top Connector allows you to import MLS listing information into your presentations. If you don’t have a license, you can manually add comparables to presentations. From the Marketing main menu icon, click Presentations. The Presentations page lists presentations you’ve already created. Click the presentation name you’d like to edit. From the open presentation, click the

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Editing a Personal Presentation Template

Once you’ve created a personal category and saved your personal presentation template, you can open it to make format and content changes. Click the Marketing main menu icon to open the Marketing landing page. Click the Presentation Library link to open the Presentation Library page. From the Presentation Library page select your personal category from

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Customizing Presentation Stationery

You can customize the stationery for individual presentations that you have already created, or set up the default stationery used by personal presentation templates. By customizing your stationery, you can select different images to be your background or header and footer graphics, as well as add/remove merge codes in the stationery pages. Note: Mac users

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Deleting a Personal Presentation Template

System and franchise templates that come with every Top Producer CRM account cannot be deleted or modified in any way. You can, however, delete any of your personal templates. To delete a personal presentation template: Open the Marketing Library landing screen. From the Main Menu bar, click the Marketing icon. Click the Presentation Library action

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Creating a CMA or Listing Presentation

Top Producer CRM allows you to create CMAs that includes MLS comparable data, photos and maps, as well as information about yourself, your company, and your marketing strategy. Once you’ve selected a default or custom presentation template, you can create a CMA or listing presentation. To select a Presentation Template: Hover over the Marketing menu

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Creating a Home Market Report

One of the most common and effective ways to make contact with listing prospects is to offer them a free market evaluation of their home. The HMR is like a “mini CMA”, in that it provides the potential seller with an overview of the market in his or her area. To select a Presentation Template:

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Creating a Personal Copy of a Presentation Template

You may find a presentation template you like but that doesn’t perfectly suit your needs. Since you can’t make changes to default templates, you’ll need to create a personal copy. Similar to how default templates are stored in default categories, personal templates must be stored in their own personal categories. You can create a personal

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About Presentations

Top Producer CRM’s Presentations feature enables you to provide your prospects and clients with compelling reports that will help them buy or sell a property. Multiple professional templates are available and can be either used as is, or modified to target specific prospects, homes and markets. In addition, if you have a Top Connector license,

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Adding and Reordering Presentation Pages

Top Producer CRM comes with several default presentations containing the pages that are most commonly used. You may wish to add additional pages to the presentation, or reorder the existing pages. This can be done when editing a Personal Presentation Template, or when editing a presentation you have already created for a contact. Accessing the

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