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Top Producer Adds Export Features

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OK not earth shattering news but for those of you using Top Producer and not noticing it, here are a couple changes made recently. Apparently ther users have been asking for some additional export options so they added them. As they say, a picture is worth a thousand words.

Top Producer export-contacts

 

Another sensible change. The Follow-Up Coach has been changed such that “Everyone Else” no longer includes Inactive Contacts.

Top Producer follow-up-coach1

 

And lastly, they’ve added Inactive to the Pipeline Report.

Top Producer pipeline-report

 

If you’re considering trialing or purchasing Top Producer or would like to learn more, just click here!

Top Producer Updates

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Direct from Top Producer:

Market Snapshot is officially Mobile!
We’re happy to report that Market Snapshot now appears flawlessly on any device—including smartphones!

smartphone
New Pipeline “inactive” Status:
This one’s for those contacts in your database that just aren’t an opportunity—now or never—but you don’t have the ♥ to delete them from your database. Who knows what the future holds, right? These Synch over to FiveStreet too!

Importing from Market Leader is easier:
I’ll spare you the technical jargon— our fields match up with theirs a bit better.

Fivestreet can now push Social Profile data from leads to Top Producer CRM:
So now when FiveStreet sends a lead, if the lead’s social media profile can be found, here’s what you’ll get in Top Producer CRM:

  • Their picture and gender
  • The company they work for (including location and their title)
  • Links to their social media profiles & whether their phone # is valid so you’ll know a crazy amount about the lead before you even say hello!