Action Plans




Top Producer® 8i CRM: Mass Updating Plan Activities

You can update multiple activities within an Action, Listing or Closing Plan. Modify drop-off, weekend activity and priority settings, activity assignment, and whether emails are automatically sent and include signatures. […]

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Top Producer® 8i CRM: Auto Apply Plan Rules

Top Producer CRM understands the importance of following up with your leads. If you’re receiving too many leads to manually apply action plans to them all, Auto Apply Plan Rules enable […]

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