Going Deeper With Top Producer: Advanced Search

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Are you an experienced Top Producer user?  If so, then I’ve created the ‘Going Deeper With Top Producer’ series just for you.

The most effective marketing is always targeted at a specific audience.  And the way to target an audience is through advanced search.

I’ll show you how to slice and dice your database into segments so that you can send your contacts the perfect message.  We’ll search using the following parameters:

  • Contacts
  • Property Statistics
  • Listings
  • Closings
  • Notes
  • Activities

I’ll show you how to refine your searches using AND/OR.  If you plan to conduct a specific search frequently, you’ll want to save it.  I’ll show you how!

Click the following image to view the video:

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Need help?  No Problem!

Learn more about Top Producer CRM through video demonstrations and live webinars.  Got questions?  Let’s set aside a few minutes to chat!  If you’re ready to subscribe, click HERE for BIG SAVINGS!

Your contact information is confidential and will never be shared.

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Getting Started With Top Producer: Apply Mass Updates To Contacts

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Are you thinking about getting Top Producer or are you a new user? In either case, I’ve created the ‘Getting Started With Top Producer’ series just for you.

Doing mass updates will save you time and effort.

It’s convenient to do them after importing contacts. However, you may do them anytime after doing a search.

In this video, I’ll show you how to do the following:

  • Advanced Search
  • Mass Update
  • Mass Open

Click the following video to learn  how to apply mass updates to contacts:

Need help?  No Problem!

Learn more about Top Producer CRM through video demonstrations and live webinars.  Got questions?  Let’s set aside a few minutes to chat!  If you’re ready to subscribe, click HERE for BIG SAVINGS!

Your contact information is confidential and will never be shared.

Going Deeper With Top Producer: Clean Up Your CSV File

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Are you an experienced Top Producer user? If so, then I’ve created the ‘Going Deeper With Top Producer’ series just for you.

If you’re trying to clean up several hundred or thousands of contacts for import into Top Producer, it can be very tedious and time consuming.

Fortunately, I have a few tricks up my sleeve.

In this video entitled, ‘Clean Up Your CSV File,’ I show you how to use the following Excel functions:

  • Macros
  • Text to Columns
  • Concatenation
  • VLookUp

Using these functions can save you hours in preparing your CSV file for import into Top Producer.

Click the following video to learn  how to clean up your CSV file:

Need help?  No Problem!

Learn more about Top Producer CRM through video demonstrations and live webinars.  Got questions?  Let’s set aside a few minutes to chat!  If you’re ready to subscribe, click HERE for BIG SAVINGS!

Your contact information is confidential and will never be shared.

Getting Started With Top Producer: Import Multiple Contacts

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Are you a new user or just thinking about getting Top Producer?  In either case, I’ve created the ‘Getting Started With Top Producer’ series just for you.

If your contacts exist in a spreadsheet, Google, Outlook, Goldmine or some other CRM, then you can export them to a CSV file, then import them into Top Producer.

But before you import your contacts, you’ll want to clean up the data and map fields. Afterwards, you may want to perform mass actions.

Don’t worry, it’s not as hard as it sounds. I’ll show you everything you’ll need to do.

Click the following video to learn  how to import multiple contacts:

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Complete the following form so that we may assess the best way to help you organize your business, save time, and SUCCEED!

Your contact information is confidential and will never be shared.

Going Deeper With Top Producer: Contact Types, Sources, Referrals

 

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Are you an experienced Top Producer user? If so, then I’ve created the ‘Going Deeper With Top Producer’ series just for you.

In this video you’ll learn how to…

  • Work smartly with contact types, get more organized, search more easily, and improve at target marketing.
  • Add the lead source to each contact to help you determine where leads are coming from and which lead providers are making you money.
  • Track and reward inbound referral sources, stay on top of outbound referrals and commissions.

Don’t worry, we’ll show you step by step!

Click the following image to view the video:

Getting Started With Top Producer: Input Individual Contacts

Get a FREE, NO OBLIGATION, CONSULTATION!

Complete the following form so that we may assess the best way to help you organize your business, save time, and SUCCEED!

Your contact information is confidential and will never be shared.

Getting Started With Top Producer: Input Individual Contacts

TP products-001

Are you a new user or just thinking about getting Top Producer?  In either case, I’ve created the ‘Getting Started With Top Producer’ series just for you.

The first thing you need to do is get your contacts into Top Producer. If they exist on business cards, post-its, notebooks, etc, you’ll have to input them manually.

Don’t worry, it’s simple!

However, there are a few tips I’d like to share with you that’ll make your life easier down the road.

Click the following video to learn  how to input individual contacts:

Getting Started With Top Producer: Input Individual Contacts

Get a FREE, NO OBLIGATION, CONSULTATION!

Complete the following form so that we may assess the best way to help you organize your business, save time, and SUCCEED!

Your contact information is confidential and will never be shared.

Sync Top Producer & Google

TP products-001Are you a Top Producer user?  Do you also use Gmail, Google Calendar, or Google Voice?  If so, you can synch Top Producer and Google!

Why would you want to do that?

  • See contact email from Top Producer and Gmail in one place.
  • View Top Producer and Google calendars combined or separately.
  • Follow up quickly by using Google voice to call and text Top Producer contacts.

Click the following video to learn  how to sync Top Producer and Google:

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Get a FREE, NO OBLIGATION, CONSULTATION!

Complete the following form so that we may assess the best way to help you organize your business, save time, and SUCCEED!

Your contact information is confidential and will never be shared.