For the next few weeks, we’ll be featuring weekly Top Producer 8i Tips that’ll show you how to save time in front of your computer and help you quickly navigate around the program like an expert. If you already know the tip, that’s great because it means you’re already saving time (and time is money!). If you don’t, log in at www.topproducer8i.com and give it a try.
Top Producer 8i allows you to view a client’s historical activities and then generate a historical report – both of which are useful in follow-up communications, as well as understanding if the client requires additional information, what neighborhood they are interested in, and their general level of interest. The flow below only looks at one contact record, however, you can also view and generate reports for multiple records from the Search feature within 8i.
- Sign into Top Producer 8i.
- On the right-side of the Home screen, search for a contact record.
- Click the arrow adjacent to the contact’s name to expand their details.
- Click the “View Contact” link. The contact record will open.
- Click the Activities tab – which, by default, shows you all of your outstanding activities.

Top Producer 8i Tip - Activites Tab
- In the upper right corner of the Activities list, change the filter from ‘Show: Incomplete’ to ‘Show: Complete’. All of the activities any team member has performed for this client will be listed.

Top Producer 8i Tip - Viewing Completed Activites
- From the Contact Header at the top of the record, click the print icon.
- Select “Contact History Report” and the historical items, in addition to all contact notes will be generated in a report.
Filed under: Real Estate Technology, Top Producer, Top Producer 8i | Tagged: Book of Business, Buyers, CRM, Database Management, drip campaign, follow-up, Lead Management, Real Estate Technolog, Top Producer, Top Producer 8i | 1 Comment »











