Top Producer® 8i CRM: 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 […]
Read More...Top Producer® 8i CRM: 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 […]
Read More...Top Producer® 8i CRM: About Presentations
Top Producer® 8i 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 […]
Read More...Top Producer® 8i CRM: 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 […]
Read More...Top Producer® 8i CRM: 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 […]
Read More...Top Producer® 8i CRM: 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 […]
Read More...Top Producer® 8i CRM: 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 […]
Read More...Top Producer® 8i CRM: 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. […]
Read More...Top Producer® 8i CRM: 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 […]
Read More...Top Producer® 8i CRM: 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 […]
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