6 important tips that you can put into action right now!
We’re so proud of the NEW Top Producer 8i, that we’ve compiled some tips to help
get everyone started. Have a look at the following tips and even try some of them
right away. But let’s keep it going - Send in your best 8i tip to
tips@topproducer.com and if we share it, we’ll give you the credit.
Toggle in and out of full screen mode within your browser AND within Top Producer
8i. With a quick keystroke it’s so easy to give yourself more screen space instantly.
Click any screen shot on the right to enlarge the view.
Go ahead - try F11 now.
Click any row/area that has a drop-down arrow (colour of the arrow depends on the
skin) to collapse and expand (instead of scrolling).
Drag and Drop contacts when adding records instead of manually re-entering to save
time!
Instead of opening and closing each record, select all of the records you wish to
open and then click Mass Open!
Step 1: Select records.
Step 2: Click Mass Open.
Step 3: Use the Mass Open controls to go
back and forth between records, AND/OR, click “Contacts List” to jump to any record.
Step 1: Expand/Collapse your activities
that are scheduled for today by clicking on that row.
Step 2: For Calls: hover your mouse over
a call to view the associated contact and to see their phone number.
Step 3: Then, when you’ve made your call,
simply click the “Mark Done” icon to mark it done (all without needing to open
the contact record or activity).
Whenever you see a contact’s email address (e.g. Dashboard, Contact Record, etc.),
click the email address to open a Compose Email / Outlook message.