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How to Generate the Market Snapshot directly from Top Producer 7i
It only takes 3 clicks to set up the process of delivering the Market Snapshot from a contact record in Top Producer 7i.
Select the contact record from the Dashboard to pull up the Detailed Contact Record window.
Choose "Generate Market Snapshot".
A Market Snapshot Request window will open. It will automatically be populated with the contactís information. View and edit if needed.
Then click Generate Market Snapshot to start the process.
An e-mail with your branding is sent to the prospect that contains a link to the Market Snapshot.
The default is set to generate the Market Snapshot every 4 weeks however the prospect or client can set their preference - ranging from every 2 to 8 weeks.
You will be notified every time a prospect receives a Market Snapshot.