Top Producer 7i and 8i Tip
Take the time to attach Contact Types to your contact records so you can benefit from the automation of the program.
One of the key benefits of using Top Producer 7i and 8i is the automation which
significantly reduces the time to complete common tasks. Activities that once took
hours to complete now only take minutes.
Once you have your Contact Types up-to-date within your database it will only take
a few minutes to search for all sellers in your database, choose communication method
such as a template letter, flyer, postcards or email and push ‘Go’ Even more effective
is the use of Action Plans for the predetermined Contact Types. Action Plans are
like putting contacts on an automated cruise control process of sending out timely
emails, letters, postcards and ensuring important to-do activities are scheduled
into your calendar.
None of this can happen unless you attach a Contact Type to your contacts. Then
you can easily mass apply an Action Plan to any group of contacts you have in your
database.
Samples of Contact Types are:
- Buyer
- Seller
- Expired Listings
- Foreclosures
- Past Clients
- For Sale By Owners
- Referrals
- Renter
- First Time Buyers
We know the last thing you want to do is go back to your contact list and update
all the contacts separately with a Contact Type. It is far easier than you would
think. Check out the video to see how you can do a mass update of your Contact Types.
Mass Update in 7i
Mass Update in 8i
Once you have allocated Contact Types to your database of prospects and clients
, it's easy to send out mass communication and set up automated action plans to
targeted segments.
View past Top Producer 7i Tips to see how>>