Top Producer® 8i CRM: Calendar Feed
Using the Calendar Feed feature, you can add your Top Producer CRM calendar to your Office 365 calendar, Apple calendar or Outlook 2016 calendar. All you have to do is […]
Read More...Subcategories: Action Plans | Prospect Management
Top Producer® 8i CRM: Creating an Activity
Top Producer makes it easy for you to create new activities by allowing you to add them from a number of different locations. The two most common ways of creating […]
Read More...Top Producer® 8i CRM: Marking an Activity Done
Once you’ve completed your activity, mark it as done to remove it from your pending activities. This allows you to focus on tasks you need to complete. Activities can be […]
Read More...Top Producer® 8i CRM: Viewing Activities
Top Producer CRM offers a number of activity management tools to help you quickly create, view, edit, or complete tasks related to your business. These tools are fully integrated with […]
Read More...Top Producer® 8i CRM: Creating an Activities Report
Top Producer CRM includes the ability to search within your activities by Date Range and then generate a report for these incomplete and outstanding activities. Navigate to your Activities Summary […]
Read More...Top Producer® 8i CRM: Editing an Activity
Top Producer CRM allows you to make changes to an activity once it’s been saved. In order to make changes, you must open the activity’s full details, which can be […]
Read More...Top Producer® 8i CRM: Performing Mass Actions on Activities
Mass actions allow you to view, mark done, print, send, and/or delete a large number of activities. This allows you to quickly manage several activity tasks at the same time. […]
Read More...Top Producer® 8i CRM: Creating a Recurring Activity
When creating an activity, the recurrence option allows you to quickly schedule the activity to automatically repeat at a specific interval. You can schedule the activity to repeat on a […]
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