Your Business is Your Database for ProManage/Top Producer 8i
Part 2 - Growing and Achieving Success with ProManage

Approved by the Georgia Real Estate Commission for 6 hours CE credits!

Growing and Achieving Success with ProManage – This course is specifically designed for agents who have used ProManage/Top Producer 8i for some time. That is, they’ve set it up, and built a database, and now they are ready to move to the next stages of what the software will do.
a. Distinguish records in your database as a contact or lead.
b. Track leads that come in through the Internet.
c. Apply and auto-apply KW action plans to leads.
d. Create custom presentations (CMAs and listing presentations from a library of KW templates to help get more listings and make a professional impression on
your prospects.
e. Create detailed, informative community and school reports for your customers that demonstrate tour market experiences.
f. Create and apply KW listing plans.
g. Create and automate service reports and service report plans.
h. Create and apply KW closing plans.
i. Create and automate after-sale action plans.

Your Business is Your Database for ProManage/Top Producer 8i
Part 2 - Growing and Achieving Success with ProManage
Course Manual - Table of Contents

Keeping Track of your Leads
Adding Leads with Basic Information
Adding Leads with Detailed Information
Editing Lead Details
Applying and Removing Action Plans
Creating Auto Apply Action Plan Rules
Changing the Status of your Leads
Viewing Presentation Templates
Creating a Personal Presentation Template
Editing a Personal Presentation Template
Creating a CMA or Listing Presentation
Creating a Community and School Report
Creating a Listing
Editing Listing Details
Using Listing Plans
Creating a Listing for an Existing Property
Creating a Service Report
Automating Service Reports – Service Report Plans
Creating a Closing Representing the Buyer and Seller
Creating a Closing Representing the Buyer
Editing Closing Details
Using Closing Plans
Transferring a Property
Applying an After-sale Action Plan to the Seller or Buyer

Logging in for the First Time – Subscriber Agreement
Setting up Your Account & Importing from Other Contact Databases
Downloading and Installing the 8i Text Editing Tool
Setting Up and Editing Your Email and Letter Signature
Setting up Your Email Account
Setting up your LivePost Account
Setting up Top Connector
Initial Setup for Customer Web Pages
KW Agent Website Top Producer Integration
eAgentC IDX Solution powered by WolfNet
KW Market Center Website Top Producer Integration