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 Top Producer® X so you can track your email open rates.
You will also have a complete record of your sent/received emails in both your native email account and Top Producer® X, no matter where you send your emails from. Sent emails are viewable under the Emails tab of the contact record.
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To send an email, click the Compose button
and select Send Email 
, or click the Compose Email button in the Email tab of a contact record.
Note: Set up your email to send from Top Producer® X CRM.
- All standard email options are available, allowing you to compose in your favorite font, add files, etc.
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Click the {{ }} button to view merge codes and email templates.
Make a selection and the email will automatically populate. (i.e. “First name” will insert the contact’s first name.)
- Click Send Email.