TOP PRODUCER 8i TRAINING MATERIALS

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TOP PRODUCER® 8i TRAINING

FREE TOP PRODUCER 8i Training Videos
Short, easy to follow presentations showing how to use key features of Top Producer 8i to increase productivity, provide better service, and increase sales.

Basic instruction for beginning users to advanced instruction for more experienced users Subjects available include:
  • Getting Started with Top Producer 8i
  • How to Setup Internet Explorer 7 for Top Producer 8i
  • How to Setup Mozilla Firefox 2.0 for Top Producer 8i
  • How to Add a Contact in Top Producer 8i
  • How to Edit a Contact Record in Top Producer 8i
  • Contacts Landing Page
  • Finding a Contact
  • How to Add a Listing in Top Producer 8i
  • How to Schedule and View Activities in Top Producer 8i
  • How to Create a Flyer in Top Producer 8i
  • Calendar Landing Page
  • Using Email
  • Listings Landing Page
  • Marketing Landing Page
  • How to Perform a Mass Email in Top Producer 8i
  • Copying and Adding Personal Templates
  • Performing a Mass Update in Top Producer 8i
CLICK HERE to access the FREE TOP PRODUCER 8i Training Videos

ONLINE TOP PRODUCER® 8i TRAINING SESSIONS
Participate in one of our LIVE, instructor-led classes. Online Training offers users a convenient way of learning with classes being held daily and available virtually anywhere with an internet connection. These classes are offered as a live online session, complete with audio conference, instructional presentation, and live demonstration, allowing users to take training when it's convenient for them, and practice the concepts taught.

All Classes are available for $34.95 each. For a limited time, sign up for 3 classes and receive a 25% discount!

Getting Started with Top Producer 8i
This class is designed to help new Top Producer users and existing customers to familiarize themselves and work confidently within the Top Producer 8i environment.
Audience:
  • New Users
Length:
60 minutes with Q & A session
Summary:
Getting Started with Top Producer 8i is designed to build confidence for new Top Producer users and existing customers new to the Top Producer 8i environment. This course includes a step through of Top Producer 8i's new Setup Wizard, an overview of the Top Producer 8i environment, including the Dashboard and Landing Pages, as well as simple contact entry.
Objectives:
  • Minimum requirements
  • Basic browser setting requirements
  • Layout and navigation (landing pages, multiple tabs, collapsible sections)
  • Using the home landing page for basic contact entry
  • Accessing the help features
  • Setup wizard
  • Dashboard and environment overview
  • Add a contact
  • Use the Calendar Landing Page

Creating Quality Contacts
Learn how to use Top Producer 8i's contact management features to gather and organize contact information that can be used in all of your prospecting, marketing, and service activities
Audience:
  • New Users
  • Getting Started with Top Producer 8i (recommended)
  • Users that are comfortable with Top Producer 8i's basic features
Summary:
Learn how to use the full potential of your 8i database to create a quality contact! This Contact Management course is designed for newer users and discusses how to create and modify a contact, and the information necessary to create a quality contact. Other topics include adding property information and family details, and creating basic follow up. Additionally, you'll learn how to track follow up using the built-in calendar and the Today's Business feature.
Length:
60 minutes session with Q&A session
Objectives:
  • Quick Contact Entry
  • Adding a new contact
  • Modifying contact details
  • Adding additional properties
  • Adding family members
  • Schedule initial follow-up
  • Contact Landing Page overview
  • Calendar overview

Managing Your Follow-up with Action Plans
Learn how to use automated, follow-up action plans to develop and maintain long-term relationships with your contacts. Custom create your own plans to suit the way you work.
Audience:
  • New Users
  • Getting Started with top Producer 8i (recommended)
  • Users with some experience working with databases and entering contacts
Summary:
This course is designed for Realtors & assistants who want to learn how to use automated follow-up action plans to maintain long-term relationships with their contacts. In this course you'll learn how to apply the over 60 different action plans that come with your database to one or more contacts. You'll also learn how to create and customize a personal action plan, as well as see how all of the action plan activities and reminders appear on Today’s Business to ensure you never miss an opportunity to follow up.
Length:
60 minutes with Q&A session
Objectives:
  • Accessing Default campaigns
  • Explain difference between Fixed date and Cascading Action Plans
  • Modifying /Creating Actions plans
  • Applying Action Plans (all different methods)
  • Viewing/ Completing scheduled activities

Managing Your Leads Through Product Integration
In this course, you’ll learn how 8i's integration with Top Producer Websites, other personal websites, and Market Snapshot will enable you to effectively capture and respond to leads
Audience:
  • New Users
  • Getting Started with Top Producer 8i (recommended)
  • Users with some experience working with databases and entering contacts
  • Users who want to leverage the Top Producer Suite to increase their book of business
Summary:
In this course, you’ll learn how Top Producer integrates with Top Producer Websites, other personal websites and Market Snapshot to automatically retrieve leads from these sources. You’ll also learn how to set up Top Producer to automatically retrieve those leads and assign follow up action plans. Finally, you’ll learn how to get different key statistics and generate reports for your leads.
Length:
60 minutes session with Q&A session
Objectives:
  • Setting up Top Producer 8i to auto retrieve leads from:
    • From a Top Producer Website
    • From a 3rd party website
    • From Market Snapshot
    • Creating Web Lead Forms
  • Using Lead Summary to manage leads
  • Manually creating leads
  • Configure auto apply plans setup

Marketing Through Communication Part 1 - Using the Template Library
This class will show you how to use 8i's extensive letter and email library to create targeted, personalized messages that will help you stay top-of-mind with prospects and past clients
Audience:
  • Getting Started with top Producer 8i (recommended)
  • Users with some experience working with databases and entering contacts
Summary:
Market effectively using personalized communications for your contacts with the Template Library feature. In this course you'll learn how to access the library and customize the templates, as well as how to create new templates for your individual needs. The session also covers how to send your new documents to a single contact using the Letter Activity feature, and how to do an advanced search for a specific group of contacts so that you can send out a paper-based or email mass mail out to many contacts simultaneously.
Length:
60 minutes with Q & A session
Objectives:
  • Using the Template Library
  • Accessing default template
  • Difference between default and personal template
  • Modifying default templates
  • Creating a new template
  • Mailing out templates to an individual
  • Mass mail out/email to a specific group of contacts (Advanced search)

Marketing Through Communication Part 2 - Creating Flyers
Learn how to use 8i's user-friendly flyer designer and library to create attractive advertisements that showcase your listings, services, and area.
Audience:
  • Getting Started with Top Producer 8i (recommended)
  • Marketing Through Communication Part 1 - Template Library (recommended)
  • Users with some experience working with database and entering contacts
Length:
60 minutes with Q & A session
Summary:
Learn how to maximize your marketing with Top Producer’s extensive library of flyers that automatically merge listing data and photos. In this course you will learn how to preview, edit and create flyer templates and use those templates to create marketing flyers in a variety of designs. You’ll also learn how to print hardcopies, publish the flyers to the web, and send flyers to selected contacts via email.
Objectives:
  • Previewing/editing/creating flyer templates
  • Create flyers
  • Finish flyers (publish, print, and send)
  • Creating marketing links for published flyers

Providing Quality Service Part 1 - Listings
This session will teach you how to use Listing Records to organize all of the information associated with your listings as well as apply a dynamic plan for providing first rate client service.
Audience:
  • New Users
  • Getting Started with Top Producer 8i (recommended)
  • Users with some experience working with databases and entering contacts
Summary:
This course is designed to teach agents, teams and assistants on how to use Listing Records to track their current listings in detail. In this course, you will learn how to create a listing record for a property, both manually and directly from the MLS. You’ll also learn how to set listing expiration reminders, and how to keep on top of the selling process by applying listing action plans to automatically insert important tasks into your calendar. Other topics include creating a Customer Web Page for a contact, scheduling showings, and applying service activities report campaigns.
Length:
75 minutes session with Q&A session
Objectives:
  • Listing home page
  • Adding a listing (manually and from MLS)
  • Editing a listing
  • Adding a listing for a contact (existing property)
  • Configure listing action plan
  • Setting listing expiration reminders
  • Apply and modifying listing action plans
  • Creating Service Reports
  • Creating and accessing Customer Web Pages
  • Schedule showings

Providing Quality Service Part 2 - Closings
This follow-up to the Listings course will show you how to use 8i's Closing Record and Closing Action Plan feature to ensure the effective completion of your transactions.
Audience:
  • Getting Started with Top Producer 8i (recommended)
  • Providing Quality Service Part 1 - Listings (recommended)
  • Users with some experience working with database and entering contacts
Length:
60 minutes with Q & A session
Summary:
This course is designed to work with the Listings course for those who want to track their current closings in detail. In this course, you will learn how to create a closing record for a property with no seller listing, as well as create a closing from an existing listing record and transfer property from one contact record to another. We’ll also cover how to apply and modify closing action plans to automatically insert important tasks and reminders into your calendar. Finally, you will learn how to prepare Buyer/Seller net sheets and reports.
Objectives:
  • Configure closing plans
  • Create closing representing Buyer (no seller/listing)
  • Create closing from listing
  • Transferring property
  • Buyer/Seller net sheets

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02/20/08