Top Producer Mobile: My Business FAQ
General Reminders Team Calendar Listing/Closing Activities Log in to view My Business.
Read More...Top Producer Mobile: Setting Appointment Reminders
You can set reminders to be notified of your upcoming appointments. You can also send email/text message reminders to your contacts to remind them about an upcoming appointment. Setting reminders […]
Read More...Top Producer Mobile: Adding/Editing Activities
You can add or edit an activity from many areas in Top Producer Mobile by tapping the appropriate icons (/). Any activities you enter in Top Producer Mobile are immediately […]
Read More...Top Producer Mobile: Deleting Activities
You can delete activities from many areas in Top Producer Mobile by tapping the Delete icon, or tapping the Delete button when editing an activity. Note: Currently you cannot delete […]
Read More...Top Producer Mobile: Recording Completed Activities
Recording completed activities helps you track what actions you have taken and focus on the tasks that still require attention. You can record completed activities by marking them done. Immediately […]
Read More...Top Producer Mobile: Prioritizing Activities
Setting activity priority When adding/editing an activity, you can set a priority level to help you determine the tasks that require your immediate attention. You can also quickly set an […]
Read More...Top Producer Mobile: Wrapping Up Touchpoints and Activities
Recording successful touchpoints helps you track what actions you have taken and focus on the tasks that still require attention. Whenever you place a call and send an email, text […]
Read More...Top Producer Mobile: Viewing Your Team Calendar
If you have a team/partner account, you can view your team members’ calendars and availability and schedule appointments for each other. Tip: Whether you have a single agent or team/partner […]
Read More...Top Producer Mobile: Viewing Activities
From the My Business area you can display your call, appointment, listing, closing and to-do activities in either a Calendar or List view. Tip: Swiping an activity description in either […]
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