Part 1 - Launching Your Database Management System
Approved by the Georgia Real Estate Commission for 6 hours CE credits
Launching Your Database Management System – This course is specifically designed for agents who are using ProManage/Top Producer 8i for the first time to get control of their time and productivity. By the end of the course you will:
a. Organize an electronic list of people you know.
b. Enter and update contact information.
c. Send a letter to your list of people.
d. Send an email to your list of people.
e. Schedule a follow-up call and/or visit to those people.
f. Time block for making calls (lead generating) each day.
g. Enter to-dos, appointments, and other daily activities on an electronic calendar.
h. Use a daily schedule to keep you on track of what to do throughout the day.
i. Apply automatic marketing campaigns with action plans.
Your Business is Your Database for ProManage/Top Producer 8i
Part 1 - Launching Your Database Management System
Course Manual - Table of Contents
INTRODUCTION
A Business Case for ProManage/Top Producer 8i
Features of ProManage/Top Producer 8i
Which Course is Right for You?
Launch Overview
Your Commitment
8i Layout and Navigation – The Dashboard
Setting up your Email and Letter Signature
8i Layout and Navigation – Forms
In Summary
CREATING QUALITY CONTACTS
In this Section You Will
Adding a Contact with Basic Information
Adding a Contact with Detailed Information
Searching for Contacts
Editing Contact Details
In Summary
Student Notes
MARKETING THROUGH COMMUNICATION – THE TEMPLATE LIBRARY
In this Section You Will
The Template Library
Viewing Default Letter Templates
Creating a Personal Letter Template
Editing a Personal Letter Template
Creating a New Letter Template
MANAGING YOUR FOLLOW-UP WITH MASS MAILINGS AND ACTION PLANS
In this Section You Will
Action Plans Made Simple
Sending out your Marketing Message to a Group
Viewing Action Plans for 8X8 & 33 Touch
Action Plans Types
Creating and Editing a Personal Action Plan
Creating and Editing a KW Action Plan
Applying or Removing an Action Plan for a Contact
Keeping Track of Action Plan Activities
The Activities Summary page
MANAGING ACTIVITIES
In this Section You Will
Activity Types
The Calendar Menu Icon
The Calendar Landing Page – Today’s Activities
Activities Summary Page
Creating an Activity
Viewing and Editing Activities
Marking Activities Done
APPENDIX
Logging in for the First Time – Subscriber Agreement
Setting up your Account
Downloading and Installing the 8i Text Editing Tool
Setting up your Signature for Emails and Letters
Email Account Setup
Setting up your LivePost Account
