Top Producer® X CRM: Viewing Contact History, Tasks, Property Insights, Transactions & 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 email integration). Icons indicate if the most recent email in the thread was:

Received Icon Sent from the contact and received by your email account. Lets you scan for emails you need to follow up on.
Opened Icon Sent to the contact from Top Producer® X CRM and opened.
Unopened Icon Sent to the contact from Top Producer® X CRM and unopened, or sent to the contact from a 3rd party email client.

Click an email thread to view the emails, then click on an email to display the content and see reply/forward options.


Important Dates

View upcoming important dates (i.e. birthdays or anniversaries) here. Click Add Date to add a new date, and select Repeat annually? for yearly occurrences. Dates within the next 8 days can be completed by clicking Mark Done, which opens the Wrap-up pop-up. Click the Delete Note icon to delete a date.


Property Insights

Track properties your buyer is interested in here. Leads from realtor.com® will have pre-populated properties based on their recent activity. Add Insight to add a new property, or set the buyer’s interest from the dropdown menu. Click on a property to view the listing on realtor.com®.


Notes

View contact notes. Click a note to expand it, displaying the full text. To edit an expanded note, make your changes directly in the note then click Save Note. To delete a note, click the Delete Note icon.


Snapshot Reports

View snapshot reports sent to the contact here, or send a new snapshot by clicking the Send Snapshot button. Click the Stop button to stop a report, or Start to start a stopped report. Click on a snapshot report to view details.


Tasks

View tasks for the contact here. Choose between incomplete tasks, completed tasks, or both. Specify a date range to see only the tasks within that range. If you’ve applied a task plan, tasks from that plan can be viewed separately under their own tab.

Click a task to expand and see full details. Click Mark Done to complete the task and open the Wrap up pop-up, letting you add a note and schedule a new task.


Texts

Tracked text messages will appear here in an easy-to-read conversational format. Remember that only texts sent from within Top Producer® X CRM, or received to your Top Producer® number, are tracked here.


Transactions

Add, view, and edit your contact’s transactions here. Click a transaction to see full details. See Adding a Transaction for more information on adding transactions.

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