In a previous post, I talked about the frustrations many agents have with utilizing Top Producer. Well, this is the second in a series about Making Top Producer Work For You.
In this post, we'll discuss ways to use Top Producer to manage your leads. We'll focus on these two features:
- capture lead information from your website and send it directly into your contact database
- assign multiple categories for each contact in your database
Capture Lead Information From Your Website
You can have information that leads input on your website put directly into your database in Top Producer in a few simple steps.
- In Top Producer (TP), click on Setup, Lead Inquiry Form. Once you follow the prompts to set up the form the way you want it to appear, just copy the code and place it on the appropriate page on your website. (If you don't have website skills, just have your website maintenance person do this step for you. If you need a VA to handle this task, I'd be happy to recommend a few who can help you!)
- Once the form is on your site, any time a lead puts information into one of your forms (you can have as many as you want/need on your website), it goes directly into TP.
Assign Multiple Categories for Contacts
For marketing purposes, you may sometimes want to categorize your contacts into more than one category. For example, I may be in your database as a Virtual Assistant however, you may also want to categorize me as a buyer prospect if I've indicated that I want to buy in your area and I may also be categorized as relocation since I don't live in your state.
- In TP, click on Contacts, Address Book, then locate my name and double-click to open my record in the database. On the top right, click on Contact Types. This will open a drop-down menu that is customizable. You can simply click Modify List at the bottom of the box and add your own categories if they aren't already included in the list. This is great for categorizing contacts based on farm areas!
- Click on the categories you want to assign to the lead then click OK at the bottom of the box. The record screen will update and show the new categories you have assigned to that contact.
- Click Close at the bottom of the screen to save your changes.
If you have questions about either of these features, feel free to ask away. I'll do my best to answer them for you!
Stay tuned for the next installment in this series, which will cover setting up drip e-mail campaigns and sending out drip e-mails automatically.
~Renae - Market 4 Real!
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Renae, that's an interesting idea, to have web leads directly populated into TP. My website has forms on it - I'd have to analyze whether I wanted them automatically entered into TP without further qualification. Food for thought.