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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 copy a link in Top Producer 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 your Dashboard, ...

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 marked as done in three ...

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 done from various locatio...

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 lis...

Creating an Activity

Need a quick intro to Activities? Attend one of our FREE Online Training Webinars and we’ll walk you through it! Top Producer makes it easy for you to create new activities by allowing you to ad...

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 daily, weekly,...