Top Producer® X CRM

Top Producer® X CRM Quick Start Guide

Top Producer® X CRM is your complete real estate follow-up system designed to help you build your client database easily, make personal connections and stay top-of-mind with simple, effective follow-up tools. Getting started is quick and easy. Once you set up your account and organize your contacts, you’ll be good to go! Get started at

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Property Insights for Home Buyers

Approach each conversation with more insight and information than ever before by tracking your buyers’ interested properties under Property Insights in the contact record. Note: Before using this feature, first connect Top Producer® X CRM to your MLS under Settings > MLS Credentials. Click Add Insight to add a new property. In the search field,

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Sending a Text

Sent messages are tracked and will appear to come from your Top Producer® number. Any messages sent to your Top Producer® number will be routed to your mobile phone and tracked. Tracked texts are available in the contact record under Texts. To send a text, click the Compose button and select Send Text , or

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Viewing Contact History, Upcoming Tasks, Property Insights & Snapshot Reports

View your communication history, check upcoming tasks, see property insights and manage Market Snapshot® reports from within the contact record. Dashboard View the important details you need most here. View the contact’s status, lead source, buyer preferences, last touch information, important dates and most recent notes. Emails View sent/received emails here (if you set up

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Contacts

Relationship building and follow-up is easier than ever in Contacts (Log in > Contacts). Organize your contacts, respond to new leads, and never miss an opportunity again. Adding Contacts Add contacts manually by clicking the Add Contact button. Enter in the contact’s details, set their status, type, source, etc. as desired and click Save Contact

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Adding Important Dates

Of course you have more than just birthdays to remember, which is why we’ve given you an easy way to enter important dates for anything you want. You’ll never miss a birthday, property anniversary or lease renewal again! Adding Your Important Dates In a contact record click the Add Date button in the Important Dates

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Importing Contacts

We know how important importing contacts is to your business. That’s why we’ve made it quick and easy to import contacts into Top Producer® X CRM, so you can spend time growing your business—not entering contact information. Log in to Top Producer® X CRM. Go to Settings > Import Contacts. Click Choose File to Import

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Lead Integration

Regardless of where your leads come from, you’d like to see them all in Top Producer® X CRM, right? Follow these simple steps to integrate with over 150 lead sources (realtor.com®, Zillow, all major brokerages, and 140+ more): Log in to Top Producer® X CRM. Go to Settings > Lead Providers. Click Copy to copy

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Contact Types & Statuses

Organize and tag your contacts the easy way by assigning contact types and contact statuses in Top Producer® X CRM. Contact Types Contact Types are a powerful tool for helping to organize all of the contacts in your database. Think of a contact type like a category, label, or group that you assign to your

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Sending an Email

You can compose your own email or send an email in seconds by using one of our pre-written email templates. We recommend that you first connect your email account in Top Producer® X so you can track your email open rates. You will also have a complete record of your sent/received emails in both your

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Viewing Market Snapshot® Reports

Top Producer® X CRM allows you to conveniently view and manage your Market Snapshot® reports, so you can easily showcase your expertise and stay top of mind by providing consumers with hyperlocal, hard-to-find info on the real estate market. See Set up Market Snapshot® to get started, or Sending a Market Snapshot® report for how

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Sending a Market Snapshot® report

Send Market Snapshot® reports to your clients to keep them in the loop on what’s going on in the market. You’ll provide hard-to-find info on the real estate market, including new listing and sold data. First, log in to Top Producer® X CRM. Click the Compose button and select Send Snapshot , or click the

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Calendar

Keep on top of your schedule in the Calendar (Log in > Calendar). Add your Google account to sync appointments from Google Calendar. Choose between Month, Week, and Day views. Navigate between time periods with the arrows in the top left, and quickly jump back to today with the Today button. Click a task or

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Tasks

See your incomplete tasks in Tasks (Log in > Tasks). Adding Tasks Click Add Task to add a call, appointment (appt.), or to-do task. Add additional contacts to the task for it to appear under multiple contacts. Tasks added here will show in the main Tasks page, as well as in the Tasks tab of

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Adding a Task

You can add tasks for appointments, calls and to-do activities. Saved tasks will be viewable on the Tasks tab of linked contacts and on the Calendar and Tasks pages. To add a task, click the Compose button and select Add Task , or click the Add Task button in a contact record’s Tasks tab, on

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Following up With Your Contacts

Okay, so you know that consistent communication with core groups is key to achieve repeat business and referrals, but you’re busy. We get it! Coming up with a system that can help you reach out to just a few a day would help, right? That’s what we’ve done! Each day we’ll give you 5 clients

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Adding a Note

If you regularly add notes to your tasks and contacts, you’ll not only have complete records, but the additional info will pay off when you’re dealing with clients. Add call or appointment details, or just general notes associated with a contact, like what their dog’s name is or where their kids go to school. To

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Settings

Set up your account and import contacts in Settings (Login > Settings). My Information Edit your name, address, contact information and more. Most of this information may already be filled out for you, but you’ll want to check it for accuracy. Click Save My Info to save any changes. Billing Information If you’re a solo

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Notes

Find all your notes in one place and quickly add new notes in Notes (Log in > Notes). Adding Notes Click Add Note to add a new note. Note that when adding notes from the Notes page, no contacts are associated by default. Use the Search to add… field to find contacts to add to

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