Top Producer® X CRM: Viewing Market Snapshot® Reports & Listing Alerts

Top Producer® X CRM allows you to conveniently view and manage your Market Snapshot® reports and listing alerts, 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 sending instructions.

Viewing Snapshots in the Snapshots Dashboard

Click Snapshots in the main menu to open the Snapshots dashboard. Here you’ll find a comprehensive list of all snapshot reports sent.

Use the Sent between and Report status filters to find the snapshots you desire. Click Stop to stop a snapshot report, Start to start a stopped report, or Edit (migrated boards only) to edit the report settings.

Click on a snapshot report to see full details, including search criteria, next scheduled date, and report statistics

Report Statistics

Report statistics include:

  • Email Opens – # of times the email was opened.
  • Email Clicks – # of times the link in the email was clicked.
  • Email Inquiries – # of times the customer emailed you from the report.
  • Report Views – # of times the Market Snapshot report was viewed.

Viewing Listing Alerts in the Snapshots Dashboard

Click the Listing Alerts tab in the Snapshots dashboard to view listing alerts that have had at least one customer interaction.

Note: If you don’t see any listing alerts here, please check that listing alerts are enabled under Settings > Market Snapshot.

Use the Sent between filter to find listing alerts in a certain date range. Click on a listing alert to see full details, including property address, description, and alert statistics

Alert Statistics

Alert statistics include:

  • Email Opens – # of times the email was opened.
  • Email Clicks – # of times the link in the email was clicked.
  • Email Inquiries – # of times the customer emailed you from the listing alert.
  • Page Loads – # of times the listing alert page was load.

Viewing Snapshots in a Contact Record

Open a contact record and click the Snapshots tab to see a list of snapshot reports you’ve sent to the client.

Click Stop to stop a snapshot report, or Start to start a stopped report.

Viewing Listing Alerts in a Contact Record

Open a contact record and go to Snapshots > Listing Alerts to see a list of listing alerts you’ve sent to the client.

To get the most out of Market Snapshot®, check out our 6 ways to turbocharge Market Snapshot®.

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