Top Producer® 8i CRM: 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 […]
Read More...Where do I Find my Contact History in Top Producer® 8i CRM?
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 […]
Read More...Top Producer® 8i CRM: 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 […]
Read More...Top Producer® 8i CRM: 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 […]
Read More...Top Producer® 8i CRM: The Home page isn’t displaying what I want. How do I change this?
The Home page is designed to show you the key areas of your business. If you find it’s not displaying what you need, you can set to show/hide certain areas. […]
Read More...Does Top Producer® 8i 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 […]
Read More...Top Producer® 8i CRM: A plan template says I’m including a “checklist”. How do I create the checklist?
Some of the pre-made email and letter templates that are part of various Top Producer CRM Action Plans include a comment indicating you are including a “Checklist” along with the […]
Read More...How do I set appointment reminders in Top Producer® 8i CRM?
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. […]
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