Top Producer

Optimizing Your Browser SettingsHow To Optimize Your Login TimeBefore your first login, it is highly recommended that you followthese steps to optimize your Internet Explorer settings. Thechanges made here will decrease the amount of time neededto log in.To change your browser settings:1. Make sure your browser is closed.2. From your Windows desktop, click Start, highlightSettings, and then click Control Panel.3. Double-click the Internet Options item from thelist.If you are using Windows XP, you may need to clickSwitch to Classic View on the left side before this itemwill appear.The Internet Properties pop-up window opens.4. Click the General tab.5. In the Temporary Internet files section, clickSettings.The Settings pop-up window opens.6. Under the Check for newer versions of storedpages section, select the Automatically optionbutton.7. Click OK to exit the Settings pop-up window andreturn to the Internet Properties pop-up window.8. Click the Advanced tab and scroll down to theSecurity section.Quick Setup16

Optimizing Your Browser Settings9. Ensure that the Empty Temporary Internet Filesfolder when browser is closed check box is NOTSELECTED. That is, the check box must be cleared.Note: If you do not clear this check box, then thecontents of the Temporary Internet filesfolder will be deleted when you closeInternet Explorer. This will cause your nextlogin to take longer because the files neededto operate Top Producer will be deleted andsubsequently downloaded to your computeragain.10. Click OK to exit the Internet Properties pop-upwindow.11. Close the Control Panel window.Some functions in Top Producer 7i are dependent on the speedand quality of your Internet connection, among other factors.If you have problems logging in, or the program is performingslower than you believe it should, please see “TroubleshootingCommon Issues” on page 67 for some common solutions. Ifyou need additional help, contact Top Producer TechnicalSupport at 1.800.830.8300, as most login and performanceissues can be easily resolved.Quick Setup17

Getting StartedGetting StartedIn this chapter: Quick Setup“The Top Producer 7i Login Page” on page 19“Logging In And Out Of Top Producer 7i” on page 20“Forget or Want to Change your Password?” on page 23“The Top Producer 7i Setup Wizard” on page 2418

Getting StartedThe Top Producer 7i Login PageThe Top Producer 7i login page includes a variety of linksdesigned to provide you with the very best customer support,so you get the most value from your sales productivity system.The login page gives you direct desktop access to the latest realestate industry news, the new Top Producer 7i Training Clips,the Hot Tips For Sales Success archive, video training clips,product updates, User Guides, FAQs, and more. You’ll also findhelpful information on how to contact our Training, TechnicalSupport, Customer Service, and Sales departments.Log into Top Producer 7i by enteringyour username and password.Learn more aboutadditional Top Producer products.Quick SetupAccess today’s Real Estate news,the new Top Producer 7i TrainingClips, and the Hot Tips archive.Learn what you can do withtop Connector 7i.Access product updates, userguides and FAQs. Also find outhow to contact us.19

Getting StartedLogging In And Out Of TopProducer 7iThe following section tells you how to log in and out of TopProducer 7i. If you are experiencing login problems or you haveforgotten you username and password, see “TroubleshootingCommon Issues” on page 67.Logging into Top Producer 7i1. Open your web browser.2. In the web browser’s Address text box, type:https://www.topproduceronline.com, and click Go.The Login page opens.3. Enter your username and password on the left sideof the page.Note: If you want the system to remember yourusername the next time you access TopProducer 7i, select the Remember myusername check box. After you select thischeck box, the Remember my passwordcheck box becomes available. If you alsowant the system to remember yourpassword, select the Remember mypassword check box.4. Click Login.5. If: there are issues preventing you from logging in,the Configuration issue [exists/detected] pageappears.Depending on the type of issue, the Configurationissue detected page may appear. Read thedisclaimer information. To accept the disclaimerand follow on-screen instructions to resolve theQuick Setup20

Getting Startedissue, select the I have read and accept theterms of this agreement option button, andthen click Next.From the Configuration issue exists page, you caneither contact Top Producer Technical Support forassistance (see “Contacting Technical Support” onpage 14), or follow the steps provided by clickingthe found here link. If you’ve chosen to resolvethe issue, follow the on-screen instructions. this is NOT your first time logging in, after a fewmoments, Top Producer 7i opens. See “The TopProducer 7i Setup Wizard” on page 24 forinstructions on working with the Setup Wizard, orrefer to the appropriate section in this guide forinformation on how to set up a specific feature. this is your first time logging in and you purchasedTop Producer 7i through the online store, theWelcome to the Top Producer Setup Wizard pageopens. For more information on working with theTop Producer 7i Setup Wizard, see “The TopProducer 7i Setup Wizard” on page 24. this is your first time logging in and you did notpurchase Top Producer 7i through the online store,the Top Producer first time login page opens,displaying the license agreement. Proceed to step6.6. Read the license agreement carefully. If you agreeto its terms, select I have read and accept theterms of this agreement, then click Next. Youwon’t be able to log into Top Producer 7i if you don’taccept the license agreement.7. Specify your time zone, birth date and zip code.8. In the event that you lose your password, you mustspecify a secret question and answer in order to seta new one.To specify a secret question, either: select a preset item from the Secret questiondrop-down list. enter your own secret question by selecting theEnter my own secret question check box, thenentering your question in the text box below.9. Specify your secret answer in the Secret answertext box, then click Next.Quick Setup21

Getting StartedThe Welcome to the Top Producer Setup Wizard pageopens. For more information on working with the TopProducer 7i Setup Wizard, see “The Top Producer 7iSetup Wizard” on page 24.Logging out of Top Producer 7i1. Click Log out from the main menu.The Log out successful page opens.2. Click either the Close link or button.Quick Setup22

Getting StartedForget or Want to Change yourPassword?If you forgot or want to change your password, you can createa new one. For security purposes, it is recommended that youfrequently change your password. When you change yourpassword, you will be required to enter some of your personalinformation and answer your secret password question.Note: If you can’t remember your username,contact Customer Service at 1-866-2304789.To retrieve or change your password from the login page:1. On the Login page, click Did you forget yourpassword?.2. To verify your identity, enter your username, birthdate and zip code.3. Click Next.The next step appears, displaying your Secretquestion.4. Enter your Secret answer.5. Enter a new password in the Password andConfirm password fields.Tip: Use a password that is at least 8 characterslong and contains some letters, numbers,and other symbols (for example, asterisks,ampersands, pound signs).6. Click Finish.The Password changed successfully message appears.7. Click Continue to return to the Login page.Quick Setup23

Getting StartedThe Top Producer 7i Setup WizardThe Top Producer 7i Setup Wizard is designed to help you setup some key features in Top Producer 7i quickly and easily sothat you can immediately begin using the program. Using theTop Producer 7i Setup Wizard, you can: specify agent information (see page 26) specify assistant information (see page 28) add agent and assistant pictures, as well as yourcompany logo (see page 30) set up your email (see page 32) convert your desktop data or import data from a thirdparty application (see page 38)When logging into Top Producer 7i for the first time, you willsee the Welcome screen, as shown below.Either click Start from the control menu tolet the wizard guide you through the setup process, or select an option from theaction menu to set up a specific feature.To: let the wizard guide you through the set up process, clickStart from the control menu and then proceed to“Setting Up Agent Information” on page 26. set up a specific Top Producer 7i feature, select an optionfrom the action menu, and then proceed to theappropriate section in this guide.Quick Setup24

Agent, Assistant, and Company DetailsAgent, Assistant, andCompany DetailsIn this chapter: “Setting Up Agent Information” on page 26 “Setting Up Assistant Information” on page 28 “Adding Your Company Logo And Agent/Assistant Pictures” onpage 30Quick Setup25

Agent, Assistant, and Company DetailsSetting Up Agent InformationIt’s important to enter as much information about yourself andyour company as you can — including your agent photo andcompany logo, if you have them in digital format — so thisinformation will automatically appear in any marketingmaterial you send.If you have an assistant, you should set up an assistantaccount as well. This requires an assistant license.This section tells you how to specify your name, address andcontact information, as well as other user settings.To set up agent information:Note: If you are using the Top Producer 7i SetupWizard, skip to step 2.1. Point to Setup and then click Agent setup.The Agent information page opens.2. Specify name details, address and contactinformation in the appropriate sections.Note: The First name, Initial, and Last namefor the agent are already filled in and cannotbe edited.The Email address field in the Contactinformation section essentially allows youto direct email replies to the email addressyou specify.3. Specify the office manager’s name details in theOffice manager section.4. Type the signature you want to appear on outgoingmass email in the Signature section. use the HTML editor toolbar to format selectedtext, cut and paste, insert pictures, hyperlinks ora horizontal line.Quick Setup26

Agent, Assistant, and Company Details use the links to insert a company logo, user photo,marketing link or to clear the signature.For more information onpurchasing additional TopProducer 7i licenses, seethe Top Producer 7i UserGuide.5. Select the check box(es) corresponding to theadditional Top Producer application(s) for which youhold licenses.6. Select your time zone from the Time zone dropdown list.7. If: you are NOT using the Top Producer 7i SetupWizard, click OK. you are using the Top Producer 7i Setup Wizard,click Next.If you have an assistant license, the Setup wizard- Assistant setup page opens. For information onspecifying assistant information, see “Setting UpAssistant Information” on page 28.If you do NOT have an assistant license, the Setupwizard - Agent pictures setup page opens. Formore information on adding images, see “AddingYour Company Logo And Agent/Assistant Pictures”on page 30.Quick Setup27

Agent, Assistant, and Company DetailsSetting Up Assistant InformationThis section tells you how to specify the name, address andcontact information for an assistant. You must have anassistant license for this option to be available.To enter assistant information:Note: If you are using the Top Producer 7i SetupWizard, skip to step 3.1. Point to Setup and then click Agent setup.The Agent information page opens.2. Click Assistants from the action menu.The Assistants page opens.3. Click Create new.The Assistant information page opens.4. In the Login information section: enter the assistant’s login information (Usernameand Password). select the check box(es) corresponding theadditional Top Producer application(s) to whichyou want to grant access.Note: Separate licenses are required for eachuser. You cannot share a license between anagent and an assistant. select Give this assistant access to create anemail mailbox to allow your assistant to set uptheir own email account. select Give this assistant access to Agentschedule to grant your assistant access to yourschedule.Quick Setup28

Agent, Assistant, and Company Details5. In the Data export and deletion settings section,specify if you want the assistant to be able to exportand delete data: Select Allow this assistant to export data fromTop Producer 7i if you want the assistant to beable to export contact information (including allassociated properties), listings, closings, referralsand leads. Select Allow this assistant to delete data fromTop Producer 7i if you want the assistant to beable to delete contact information (including allassociated properties), listings, closings, referralsand leads.6. In the Name details section, enter the assistant’sname, title and designation.7. In the Contact information section, enter theassistant’s phone numbers, pager, and emailaddress.8. In the Signature section, type the signature youwant to appear on the assistant’s outgoing email. use the HTML editor toolbar to format selectedtext, cut and paste, insert pictures, insert ahyperlink or a horizontal line.To learn more about usingthe HTML editor toolbar,see the Top Producer 7iUser Guide. use the links to insert a company logo, insert auser photo, insert a marketing link or clear thesignature.9. Click the Time zone drop-down list and select theappropriate time zone for your assistant.10. If you are part of a team or partnership account,select the agent that the assistant primarily worksfor from the Default agent drop-down list.11. If: you are NOT using the Top Producer 7i SetupWizard, click OK. you are using the Top Producer 7i Setup Wizard,click OK, and then click Next to proceed with thenext step of the wizard.The Setup wizard - Agent pictures setup pageopens. For more information, see “Adding YourCompany Logo And Agent/Assistant Pictures” onpage 30.Quick Setup29

Agent, Assistant, and Company DetailsAdding Your Company Logo AndAgent/Assistant PicturesThis section tells you how to add agent and/or assistantpictures, as well as your company logo. Note that pictures youwant to add must be in .JPG or .JPEG format.To add images:Note: If you are using the Top Producer 7i SetupWizard, skip to step 3.1. Point to Setup and then click Agent setup.The Agent information page opens.2. Click Agent or assistant pictures from the actionmenu.To remove a picture,select the picture youwant to remove by usingthe Previous andNext links, and thenclick Remove. The Removepicture dialog box opens.Click Yes.3. To add a picture: in the Agent or assistant picture or theCompany logo section, click Add.The Select picture pop-up page opens. use the Look in: drop-down list to select wherethe file is saved. find and select the graphic file you want to attach,then click Open.Note: Use the Previous and Next links toview any other pictures you have added.4. If: you are NOT using the Top Producer 7i SetupWizard, click OK. you are using the Top Producer 7i Setup Wizard,click Next.The Setup wizard - Email setup page opens. Forinformation on setting up your email, see “AboutEmail Setup” on page 32.Quick Setup30

Setting Up EmailSetting Up EmailIn this chapter: “About Email Setup” on page 32 “Setting Up Email Accounts” on page 34Quick Setup31

Setting Up EmailAbout Email SetupBefore you can use the My email feature in Top Producer 7i,you need to set up your email account. There are threedifferent ways you can use the My email feature. These are: using existing POP3 external account(s) using the @topproducer.com domain using your email programCarefully review the three options and choose the option thatbest suits your needs. Once you’ve determined the emailoption that you are going to use, continue to “Setting Up EmailAccounts” on page 34 for details on how to set up your emailin Top Producer 7i.Using existing POP3 external accounts in TopProducer 7iThis option will allow you to receive email from all yourbusiness or personal email accounts into your Top Producer 7iMy email Inbox, so you'll never have to switch between TopProducer 7i and other email programs again. Choose thisoption if you would like to manage these other email accountsin Top Producer 7i.Note: This option only allows you to add POP3email accounts — NOT web-based accountssuch as AOL, Hotmail, or Yahoo.Using the @topproducer.com domainThis is a free service included with your Top Producer 7isubscription that will allow you to set up an email account inthe @topproducer.com domain. If you choose this option,which is not mandatory, any outgoing email that you send fromTop Producer 7i will display your Top Producer email address(i.e., [your username]@topproducer.com) in the recipient'sInbox. In addition to setting up a Top Producer account, youcan also set up any of your external accounts and managethem via Top Producer 7i's My Email feature. To learn moreabout setting up external email accounts, see the Top Producer7i User Guide.Quick Setup32

Setting Up EmailUsing your current email programChoose this option if you do NOT want to read and reply toemail using Top Producer 7i’s My email feature, and want tocontinue using your current third-party email application.This option prevents you from using the My email feature inTop Producer 7i to read and send email. However, you can stilluse the other features in Top Producer 7i which rely on an emailaddress. For example, you will be able to email flyers, sendmass email, and receive email reminders for scheduledappointments. You can use these email features in TopProducer 7i as long as you have an email address specified inAgent setup. For more information on setting an email address,see “Setting Up Agent Information” on page 26.Quick Setup33

Setting Up EmailSetting Up Email AccountsYou can set up My email to use the @topproducer.com domain,existing POP3 external accounts or, if you have another emailprogram you would

Top Producer 7i is an Internet-based application that offers a variety of features that will help you work more productively and with greater convenience. There is nothing to install; just access Top Producer 7i through your Web browser, or through your WAP-enabled mobile phone. Top Producer 7i and all your data are safely stored on powerful