Top Producer FAQ

Where do I Find my Contact History in Top Producer?

Completed activities such as emails and printed materials that have been linked to a contact record are accessed by following the steps below: Open the contact record for the desired contact. Click on the Activities tab in the lower half of the screen. Change the drop-down menu on the upper right of the list of

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Subscription Benefits

What Does This Product Do And How Does It Help Me? Top Producer CRM is an online contact management program that combines a full-featured contact database with powerful scheduling, email, and word processing capabilities. It is a proven an industry-leading tool that is used by thousands of Real Estate professionals to organize their business, save

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I am not receiving emails from Top Producer regarding my account. What can cause this?

In addition to your billing invoices, Top Producer may occasionally send you important email notifications regarding your account, subscription, or services. If you are not receiving these emails, there are several possible causes: Updating your Subscription Email Address It is possible we do not have the correct email address associated with your account. This commonly

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How do I change my color theme, default tabs, or default report orientation?

You can define several different default preferences for your Top Producer account. To access your Settings, click Settings in the Account Menu drop-down, located at the top right of any Top Producer screen. The color theme, default tabs, and default report orientation settings are located on the General tab, in the 8i Settings sub-tab. Color

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How Do I Change My Outgoing Email Address?

In Top Producer CRM, any email which you send to your contacts, whether via mass email or by composing a single message, will appear to come from the email address you have entered in the initial setup wizard. If you wish to change this email address at any time, please follow these steps: Login to

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How do I set appointment reminders in Top Producer?

When adding or editing an activity, you can set email reminders for your appointments in Top Producer CRM. This will notify you via email prior to the appointment becoming due. The email address used is the Default Email Address specified in your My Account information. When creating or editing an Appointment activity, the Reminder options

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How Do I View a List of My Incomplete Activities?

The My Business area on the Dashboard (Home Page) provides a quick summary of your important activities. From here, you can view your recently due activities, currently due activities, upcoming activities and your prospect list. By default My Business will include your activities due in the Last 7 Days, and will separate your activities into

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How do I view/edit my Subscription Details through Top Producer CRM?

You can view and edit your Subscription Details from within Top Producer CRM. This allows you to change your Account Contact Information (including email address), view Invoices, and even change your Billing Information (including Credit Card). Updating Your Subscription Email Address Important: If you wish to update your subscription email address, you must follow these

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Does Top Producer CRM Work on a Mac?

Top Producer CRM works seamlessly on your Mac! Not only can you manage your contacts, transactions and task list, the entire email workflow is available to Mac users, including the ability to compose emails, send mass email campaigns and customize your own email templates. Mac users can also access the entire Marketing Library which includes

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Changing your Password

To reset your Top Producer CRM password, sign out of Top Producer CRM by clicking the Sign Out link in the Utility menu then click the Forgot/Reset Password link on the Top Producer 8i Sign In screen. A Wizard will guide you through the process of defining a new password. Note: In order to change

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