Of course you have more than just birthdays to remember, which is why we’ve given you an easy way to enter important dates for anything you want. You’ll never miss a birthday, property anniversary or lease renewal again!
Adding Your Important Dates
- In a contact record click the Add Date button in the Important Dates tab, on the Dashboard if no important date has been entered, or choose the Date option when adding to the Calendar.
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Enter a description, set a date, choose whether the date will repeat annually.
- Click Save Date.
Viewing Your Important Dates
To view important dates, click Important Dates in a contact record or on the Tasks page.
If the important date is past due, the date will be colored red. If the important date is today, the date will be colored green.
Mark an Important Date Done
To mark an important date as done, follow these steps:
- Click Mark Done next to the important date.
- On the Wrap up popup, add notes and schedule a follow-up as desired.
- Click Save Wrap Up to complete the wrap up.
FAQ
Is there a maximum number of important dates I can enter for a contact? Where can I view my important dates? Can I view my important dates in Top Producer Mobile? I'm part of a team. Who will see the important dates? I have a single agent account. If my assistant enters an important date, who will see it? If a contact is assigned to a different team member, will this team member see all of the important dates for the contact? Can I print a list of my important dates? Can I set different recurrence patterns (for example, every week)? How do I stop my important dates from appearing in Tasks? Why would I want to "wrap up" an important date?Log in to Top Producer® X CRM
Still have questions? Please contact us at the information below.