I have lost more notes than I care to admit. It took me a while to change my habits of paper and post it notes but I cannot tell you how good it feels to have a clean desk and organized business. I started using Top Producer about 3.5 years ago and wanted to share one of the most useful tools I have found - the notes tab.
In Top Producer as soon as you go to add a new note (blue arrow), Top Producer will date and time stamp the note. This works real nice when sending out emails and having to go back through the the "Completed Activities" to find a specific email. I may note something real simple like:
emailed seller asking about opens this weekend for 7/31
I can always go back and look at that exact email if need be by checking the completed activities and cross referencing with the notes I entered into Top Producer.
The other tool that is spectacular in Top Producer with notes is the listing/closing notes tabs.
Once I create a listing or a closing - I can then link more than one contact to that property (example: title company, loan officer, coop agent). Once linked each contact than creates a "tab" (green arrow) that you can enter notes on. Once notes are entered it will share with all other parties to the transaction.
This comes in real handy when you work with specific vendors on more than one occasion. We have a closer we use that has at least 100 different properties that are attached to her contact in the notes section.
If you have any questions about Top Producer 8i or would like to learn more about getting started with Top Producer 8i - feel free to email or call anytime.
If you are ready to order Top Producer 8i and would like to receive a FREE Copy of The Automated Agent eBook, please click here for the order form and send back to Travis@AgentBreakthrough.com. Once order is confirmed I will send you a FREE eBook of The Automated Agent.
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