Top Producer® X CRM: Set up Texting

Set up texting to send texts from the contact record and see past conversations.

To Set up Texting

Go to Settings > Texting. Enter your mobile number and click Save Texting Setup. Reply CONFIRM to the confirmation text.

Texts will be sent from your unique Top Producer® phone number. Calls and texts to that number are routed to your regular mobile number, and texts are tracked.

>>Next step: Set up Market Snapshot

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