How to Generate the Market Snapshot directly from Top Producer 7i

Step 1

Select the contact record from the Dashboard to pull up the Detailed Contact Record window.

Step 2

Choose "Generate Market Snapshot".

Step 3

A Market Snapshot Request window will open. It will automatically be populated with the contact’s information. View and edit if needed.

Then click Generate Market Snapshot to start the process.

Your Email

An e-mail with your branding is sent to the prospect that contains a link to the Market Snapshot.

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.