NEW! Personalize your pipeline with custom groups of contacts in Top Producer® X

November 7, 2019

Ever wish you could customize your sales pipeline, organize your database the way you work, and easily surface the most important contacts in your real estate CRM? Now you can with the ability to create custom tabs for “buckets” of contacts in Top Producer® X, our next-gen real estate CRM, currently in beta!

Check out our Faceboook Live session or read below for more info: 

You can now search for your contacts based on the following criteria and save the group as a custom tab in your sales pipeline: 

  • Contact types (e.g. is:buyer)

  • Contact status

  • Phone numbers 

  • Street names

  • Cities 

  • Zip codes

Before, with default tabs:

After, with custom tabs!

Here are a few ideas for custom tabs to inspire you 

  Save a tab for everyone on Elm Street so you can showcase the listing you just sold. 

And then cycle through these contacts to call, email or text with just the click of an arrow: 

 Maybe you’ve used contact types to identify not only your past clients, but your top past  clients. (Aren’t you clever?) Save a tab for these top clients so you don’t forget to follow up personally over the holidays.   

 Save everyone assigned the Sphere of Influence contact type to a tab so you can cycle through them to check in and ask for referrals. You know, those you know and work with that deserve the white-glove treatment because they give you business.   

 Save a tab for everyone that lives in Glenview so you can tell them about the new local hotspot or the fundraiser you’re involved with this coming weekend.

The opportunities are endless. 

Creating your own custom groups couldn’t be easier.  

1. In Top Producer® X, click Contacts on the left > then click > Create tab to the right of your sales pipeline.

2. Select what you want to search for (Contact type, Contact status or a Search for phone or location).

3. Type a name for your tab in the Tab label field > then select your criteria below. 

And that’s all there is to it! 

Want to make sure a specific group stays top of mind? 

No problem. Set a default tab so you see this group each and every time you open your sales pipeline. Just click > then Set current tab as default.

And moving or deleting a tab is just a mouse drag away. 

To move a tab, click and drag it to its new location: 

And to delete a tab, click and drag it away from the tab list: 

 

Want to see more about what you can do with the new custom tabs and search features in Top Producer® X? Join our next Facebook Live session on Wednesday at 10am Pacific! 

And there’s lots more to come in Top Producer® X, including the ability to create custom contact types and set follow-up rules for specific groups of contacts, so stay tuned!

 

Log in to Top Producer® X and create a new custom tab now!

Not a current Top Producer® CRM customer? Request a demo or call 1-855-534-5534.


Screenshots represent site and mobile applications as of publication date. Site and mobile applications subject to change without notice.

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