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 selected a default or custom presentation template, you can create a CMA or listing presentation.

To select a Presentation Template:

  1. Hover over the Marketing menu and click Template Library.
  2. Click Presentation Library.
  3. Hover over the template you wish to use and click the Create for Contact link.

    Create a Presentation

The Create Presentation wizard guides you through the steps to create and publish a CMA.

Step 1: Select Template

Because you clicked the Create for Contact link from a template, the template is already selected. If you began the Presentation Creation process from another part of Top Producer, you would need to select a template from the list on the right and drag it into the Presentation Template area.

Select Template

Click the Next button to go to the next step.

Step 2: Select Recipient and Property

Use the Contacts Look-up tool to the right to drag and drop a contact and his or her property into the specified area. If a contact has more than one property, click the contact’s name to open a list of properties below. Drag and drop a property into the Recipient/Subject Property area.

Select Contact

Click the Next button to proceed.

Step 3: Add Comparable

Add comparables to the presentation by following these steps:

  1. Enter the comparable’s address information in the Property Address segment.
  2. To add a property photo, click the Browse button on the Property Photo segment. Select an image from your local hard drive and click the Add Photo button. The selected image appears at the bottom of the segment.
  3. Add the listing information, such as status, list price, and listing date. Click the Edit link beside the Days on Market field to set the number of days.

    Note: The type of information you need to fill in for the Listing/Closing Information segment depends on the comparable’s status (Current Listing, Recent Sale, Pending Sale, or Expired Listing).

  4. Add any property, financial, or additional details for the comparable.
  5. Click the Add Comparable button save the comparable to the presentation.

Step 4: Review Comparables

The comparables you’ve added to the presentation will be shown at this step. You can add more comparables by clicking the Add More Comparables button. Once you’ve selected all your comparables, click the Create Presentation button to take you to the final stage.

Step 5: View Presentation

Note: Mac users are currently able to edit email and letter templates, but no other template types. Windows users are able to edit most templates using Firefox or Chrome, but must use Internet Explorer 10 or 11 to edit Presentations.

The View Presentation page allows you to view the listing presentation pages and make any final changes.

View Presentation

When you’re satisfied with the look and content of your presentation, click the Print or Save as button to open the presentation on a separate Internet browser tab. From here you can print the presentation using the Print8i Create CMA icon or save it in PDF format to your local hard drive using the PDF 8i Create CMA icon. Close the tab once you’re finished with the preview.

To publish and email the presentation to your contact, click the Email Presentation button. Top Producer CRM publishes the report to the web and creates a new email message with the email address, subject, and body already created.

Email the Presentation

You can edit the email and click the Preview button to see what the email will look like. Once you’ve finished editing the email, click the Send Email button to send the email to the contact.

Viewing Generated Presentations

You can view a list of presentations you created by going to the Marketing main menu icon and clicking Presentations. The Presentations page allows you to save a presentation as a PDF, email, or delete a presentation.

Created Presentations List

Note: Mac users are currently able to edit email and letter templates, but no other template types. Windows users are able to edit most templates using Firefox or Chrome, but must use Internet Explorer 10 or 11 to edit Presentations.

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