Top Producer 8i ~ Part 1

Home Screen Dashboard Overview

  1. Your Account and Settings
  • My Account
  • Settings
    Contacts – leads alert
    Tools > import
  • Email
  1. Setting up the Housing Trends Newsletter and Action Plan
    Calendar > Plans Manager
    Scroll to Bottom – TP Monthly setup newsletterCopy Action Plan & Setup newsletter (hyperlink with your custom URL) in email template
  2. Contacts: importing, contact types and status, how to get the most out of this key area for daily activities and building your databaseAdd Yourself as contact
    Contact Status vs Types (Your Strategy – define – rename)
    NOTES – value to your Database
    Don’t close contact without adding next follow-up
  3. Plans: how to copy, revise and assign action plans; the key initial action plans to setupCalendar > Plans Manager
    Copy and customize
    Name it with ! or symbol
    Show all Plan Types (Action, Listing, Closing, Service Report)

Key initial action plans to setup:

  • 24 Month TP Newsletter Plan to Your Database/SOI

  • Buyer Lead
  • Seller Lead

  • Listing Plan
  • Buyer/escrow PlanAfter:
  • Closed Seller Plan
  • Closed Buyer Plan
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