[Member Webinar] Top Producer 8i Part 1


Help Center – overview
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Home Screen Dashboard Overview

  1. Your Account and Settings
    My Account

Contacts – leads alert
Tools > import


  1. Setting up the Housing Trends Newsletter and Action Plan
    Calendar > Plans Manager
    Scroll to Bottom – TP Monthly NewsletterHTEN.com setup newsletterCopy Action Plan & Setup newsletter (hyperlink with your custom URL) in email template
  2. Contacts: importing, contact types and status, how to get the most out of this key area for daily activities and building your databaseAdd Yourself as contact
    Contact Status vs Types (Your Strategy – define – rename)
    NOTES – value to your Database
    Don’t close contact without adding next follow-up
  3. Plans: how to copy, revise and assign action plans; the key initial action plans to setupCalendar > Plans Manager
    Copy and customize
    Name it with ! or symbol
    Show all Plan Types (Action, Listing, Closing, Service Report)

Key initial action plans to setup:

24 Month TP Newsletter Plan to

Your Database/SOI


Buyer Lead

Seller Lead


Listing Plan
Buyer/escrow Plan

Closed Seller Plan

Closed Buyer Plan



Posted on

March 17, 2016