Calendar

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 and then paste it in to your calendar program. Note: For steps on syncing a Google calendar with

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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, contact records, and listing and closing files. Activities Summary Page The Activities Summary page is a list of today’s activities. It can be

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Performing Mass Actions on Activities

Mass actions allow you to view, mark done, print, send, and/or delete a large number of activities. This allows you to quickly manage several activity tasks at the same time. You can perform the following steps from many areas in Top Producer CRM. These instructions tell you how to perform them from the Activities Summary

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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 ways: By clicking the Mark Done icon beside activities when they’re displayed in a list, such as on the Activities

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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 locations: From the Activities Summary page From the Activities tab of a contact, listing, or closing record Any time you open an

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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 list by selecting Activities Summary from within the Calendar menu. By default, the Date Range is set to display incomplete activities due within the last

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Creating an Activity

Top Producer makes it easy for you to create new activities by allowing you to add them from a number of different locations. The two most common ways of creating a new activity are: From the Calendar main menu icon From an existing record, such as a contact, listing, or closing Creating an Activity from

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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, monthly, or yearly basis. Tip: This article discusses the recurrence feature available when scheduling activities. For full information about all other aspects of

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