Tasks
See your incomplete tasks in Tasks (Log in > Tasks). Adding Tasks Click Add Task to add a call, appointment (appt.), or to-do task. Add additional contacts to the task […]
Read More...Viewing Contact History, Tasks, Properties, Transactions & Snapshot Reports
View your communication history, check upcoming tasks, view properties, manage Market Snapshot® reports, and much more on the Contact Details page. Customizing Tabs Rearrange the tabs on the Contact Details […]
Read More...Contacts
Relationship building and follow-up is easier than ever in Contacts (Log in > Contacts). Organize your contacts, respond to new leads, and never miss an opportunity again. Adding Contacts Add […]
Read More...Sending a Group Email
Save time and effort when communicating with your contacts by sending a group email to up to 100 contacts at a time, autopopulated with their name and other information. Important: […]
Read More...Importing Top Producer® 8i CRM Closings
Import closings from Top Producer® 8i CRM in to Top Producer® X CRM to have them available to you under Transactions. The new transactions will include the important details of […]
Read More...Sending a Text
Sent messages are tracked and will appear to come from your Top Producer® number. Any messages sent to your Top Producer® number will be routed to your mobile phone and […]
Read More...Applying a Task Plan
Quickly add a series of tasks to a contact or transaction by applying a task plan. See Creating a Task Plan for information on setting up task plans. Applying to […]
Read More...Lead Integration
Regardless of where your leads come from, you’d like to see them all in Top Producer® X CRM, right? Follow these simple steps to integrate with over 150 lead sources […]
Read More...Adding a Transaction
Stay organized and on top of your business by adding transactions to Top Producer® X CRM. You can import a transaction from your MLS, add a transaction manually, or create […]
Read More...Adding a Note
If you regularly add notes to your tasks and contacts, you’ll not only have complete records, but the additional info will pay off when you’re dealing with clients. Add call […]
Read More...Managing Your Team
Manage your team to add, edit, or delete team members and set permissions for accessing, deleting, and exporting data. Note: To add a team member you must have an available […]
Read More...Sending an Email
You can compose your own email or send an email in seconds by using one of our pre-written email templates. We recommend that you first connect your email account in […]
Read More...Importing Contacts
We know how important importing contacts is to your business. That’s why we’ve made it quick and easy to import contacts into Top Producer® X CRM, so you can spend […]
Read More...Calendar
Keep on top of your schedule in the Calendar (Log in > Calendar). Set up Calendar Sync to sync appointments from your iCloud, Google, or Microsoft (Outlook, Office 365) calendar. […]
Read More...Adding Important Dates
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 […]
Read More...Notes
Find all your notes in one place and quickly add new notes in Notes (Log in > Notes). Adding Notes Click Add Note to add a new note. Note that […]
Read More...Sending a Market Snapshot® report
Send Market Snapshot® reports to your clients to keep them in the loop on what’s going on in the market. You’ll provide hard-to-find info on the real estate market, including […]
Read More...Property Insights for Home Buyers
Approach each conversation with more insight and information than ever before by tracking your buyers’ interested properties under Property Insights in the contact record. Note: Before using this feature, first […]
Read More...Following up With Your Contacts
Okay, so you know that consistent communication with core groups is key to achieve repeat business and referrals, but you’re busy. We get it! Coming up with a system that […]
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