Top Producer FAQ

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 you have entered in the initial setup wizard. If you wish to change this email address at any time, please follow these steps: Log in

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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 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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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 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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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 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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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. 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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