TOP PRODUCER 7i
Online Training
The TOP PRODUCER Training department has
developed a new Top Producer 7i Online Training service. Offering this new service adds
another opportunity for agents to take full advantage of our TOP
PRODUCER 7i system, and rounds out the options available to customers to
receive training where and when it is convenient for them.
TOP PRODUCER
7i Setting up for Success - will be available for new
users to provide valuable Agent Setup, Contact Database and Email
Manager skills. Plus, this course builds overall customer confidence and
increases new user productivity immediately!
TOP PRODUCER
7i Follow-up Makes Success Simple is available for
all users to provide valuable Communication Library, Action Plan and
Today's Business skills.
Frequently Asked Questions
TOP PRODUCER 7i - Setting up for Success
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Strategic 90 minute (approx.) class of
live instruction with Q&A session
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Full of proven strategies and tips for
using Top Producer 7i
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Click here to view the entire class content
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Classes offering advanced training will be
available in 2006
TOP PRODUCER
7i - Follow-up Makes Success Simple
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Strategic 90 minute (approx.) class of
live instruction with Q&A session
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Full of proven strategies and tips for
using Action Plans and the Communication Library
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Click here to view the entire class content
TOP PRODUCER
7i -
Prosper Through
Leads and Referrals
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Strategic 90 minute (approx.) class of
live instruction with Q&A session
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Full of proven strategies and tips
to understand today’s real estate
trends, “Leads and Referrals”
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The
course deals with the various ways agents can receive leads in Top
Producer 7i (I.e.: LTS, Lead Inquiry Forms and Top Producer
Websites) and what to do with them when they arrive. It steps into
review of action plans to help show which action plan to apply to
leads, and how to use the Lead Manager to view current and new leads
and setup auto apply action plan so automatic follow up occurs. It
finishes off by going into the Referral Manager to show how to track
referrals.
Class pricing:
Price - $ 29.95US per
person / per class
Special Training Bundle
Includes
TOP PRODUCER 7i Setting up for Success or TOP PRODUCER
7i Follow-up Makes Success Simple, TOP PRODUCER 7i
Training DVD Set and TOP PRODUCER 7i For Dummies
Price -
$ 74.95US plus
$9.95
Shipping
Just click on the button below for a Secure Order Form
Top Producer 7i Online Training
Top Producer 7i - Setting up for Success
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1. Introduction
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1.1. Agenda Overview
1.2. iLinc Application Overview |
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2. The TOP PRODUCER 7i Login Page |
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2.1. Training Clips
2.2. Resetting your Username and Password
2.3. Additional training resources
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3. Agent Setup Information |
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3.1.
Agent Setup Information
3.1.1. Agent information
3.1.2. Address details
3.1.3. Contact information
3.1.4. Email Address
3.1.5. Signature
3.1.6. Agent or assistant picture
3.1.7. Company Logo
3.1.8. TOP PRODUCER 7i navigation
3.2. General Preferences
3.2.1. Auto display on start up
3.2.2. Disclaimer
3.2.3. Show listing expiration reminders
3.2.4. Include date, time and created by stamps in notes
3.2.5. Always check for duplicate contacts |
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Agent Setup Question Period |
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4. Entering Contacts in TOP PRODUCER 7i |
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4.1.
Adding a New Contact Record
4.1.1. Primary information required
• First name / Last name
• Contact information (phone/email/other)
• Contact Type
4.1.2. Name details
4.1.3. Contact information
4.1.4. Next call date / scheduling an activity
4.1.5. Address details
4.1.6. Contact notes
4.1.7. Pick lists
4.1.8. Property statistics
4.1.9. Present/future home
4.1.10. Adding property pictures
4.2. Viewing Contacts in the
Address Book
4.2.1. Discuss Address book layout
4.2.2. Navigating through the address book
4.2.3. Add/show favourites
4.2.4. Show information available from this view
4.3. View the Contact Record
4.3.1. The easy to use tabs
4.3.2. Editing contact information
• Primary person / secondary person
• Birthday reminders
• Adding the secondary person (w/ Birthday reminder)
• Adding family and friends (w/ Birthday reminder)
• Adding the family pet (w/ Birthday reminder)
4.3.3. Add/remove contact types
4.3.4. Adding additional properties
4.3.5. Setting a next call date
4.3.6. Scheduling appointments
4.3.7. Adding contact notes
4.4. Viewing the New Contact
Information in the Address Book
4.4.1. Displaying new contact information
4.4.2. Using the family icon
4.4.3. Displaying new contact types
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Entering Contacts in TOP PRODUCER 7i Question Period |
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5. TOP PRODUCER 7i Today's Business |
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5.1.
Overview and Benefits
5.1.1. Organized, focused and systematic approach to increased
productivity
5.1.2. Accessing your summary
5.1.3. Contact information
5.1.4. Changing the date range
5.2. Marking Activities Complete
5.2.1. Marking a call as complete
5.2.2. Marking e-mails as complete
5.2.3. Marking printed marketing campaigns as complete
5.3. Explanation of the Contact
History |
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TOP
PRODUCER 7i Today's Business Question Period |
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6. TOP PRODUCER 7i Email Set Up |
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6.1.
Using TOP PRODUCER 7i for Email
6.1.1. Portability
6.1.2. Safety
6.1.3. Security
6.1.4. Manageability
6.2. My Email Configuration
(Overview)
6.2.1. Adding an external POP3 account (What is a POP3?)
6.2.2. Using a @topproducer.com account
6.2.3. Choosing not to use the My Email Feature
6.3. Email Preferences
6.3.1. Changing your username
6.3.2. Setting up External email accounts
6.3.3. Add a new account
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7. TOP PRODUCER 7i My Email Overview |
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7.1. Discussion of the My Email
layout
7.2. Creating new folders
7.3. How to create a contact record from a new email
7.4. Linking an email to a contact(s) manually
7.5. Linking an email to a contact(s) automatically
7.6. Displaying emails in the contact history
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TOP
PRODUCER 7i My Email Question Period |
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8. How to Contact TOP PRODUCER & Final Question &
Answer Period |
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1.
Introduction |
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1.1. Agenda Overview
1.2. iLinc Application Overview
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2. The TOP PRODUCER 7i Login
Page |
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2.1. Training Clips
2.2. Additional training
resources
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3. The Communication Library |
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3.1. TOP PRODUCER 7i Navigation
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3.2.
The Layout (Tabs) and definitions
3.2.1. Letters
3.2.2. E-mail messages
3.2.3. Envelopes
3.2.4. Labels
3.2.5. Postcards
3.2.6. Flyers
3.2.7. Presentations
3.2.8. Marketing links
3.3. Print or Physical Materials
3.3.1. Categories
3.3.1.1. The difference between a personal and default
category
3.3.1.2. Create a new category
3.3.1.3. Copy letters from another category
3.3.2. Working with Letters
3.3.2.1. Editing a letter
3.3.2.2. The formatting bar
3.3.2.3. Manually adjusting margins
3.3.2.4. Inserting merge codes
3.3.2.5. Inserting picture merge codes
3.3.2.6. The difference between "Save" and "OK"
3.3.3. Working with Envelopes
3.3.3.1. Edit an envelope
3.3.4. Working with Labels
3.3.4.1. Edit a label
3.3.5. Working with Postcards
3.3.5.1. Edit a postcard
3.3.6. Perform a letter mail out
3.3.6.1. Single letter mail out
3.3.6.2. Mass mail out
3.4. Electronic Correspondence
3.4.1. Working with e-mail templates
3.4.1.1. Edit a letter
3.4.1.2. The formatting bar
3.4.1.3. Manually adjust margins
3.4.1.4. Inserting merge codes
3.4.1.5. Inserting picture merge codes
3.4.1.6. Inserting a marketing link
3.4.2. Send a mass email (TP mass e-mail vs. Outlook)
3.4.3. Send a single email (Address Book or My E-mail)
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Break for Questions |
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4. Action Plans |
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4.1.
Definition of an action plan and how the activities are linked
to the communication Library
4.2. Action plan scenarios
4.2.1. Picking the right plan for the contact
4.3. The two different types of
action plans
4.3.1. Fixed date Plans
4.3.2. Cascading Plans
4.4. Examine the activities in an
action plan
4.4.1. Copy/rename/Create an action plan
4.4.2. Edit
4.4.1. Add
4.4.2. Delete
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Break for Questions |
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5. Applying a personal Action
Plan to a contact |
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5.1.
During Contact entry or in a contact record
5.2. Plan start date
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6. Using Mass Update to apply
a personal Action Plan to a group of contacts |
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6.1.
Mass Update to apply an action plan
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Break for Questions |
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7. Today's Business |
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7.1. How action
plan activities appear in Today's Business
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| 8. How to Contact
TOP PRODUCER |
| 9. Final Question &
Answer Period |
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