Monitoring a Contact's Response

Top Producer 8i enable you to monitor your contact responses to the Market Snapshot. An entry is created in the contact's Notes every time a Market Snapshot is sent and the first time a contact views it.

To view 8i Market Snapshot contact responses:

  1. From the 8i main page, locate your contact from the Contact look-up in the right side of the page.

  2. Select the contact, then click View Contact.

    The contact's Details page opens.

  3. Do any of the following:

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