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Top Producer Settings

The Settings area of Top Producer centralizes the settings that personalize your Top Producer experience. There are 8 tabs on the Settings page. From each tab you can change your preferences for vario...

Setting up Lead Alerts

When you receive leads from your lead providers, timely follow up is crucial. You can enable lead alerts in Top Producer to immediately be notified via email and/or text message whenever a new lead is...

My Business

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 activi...

Layout and Forms

The Dashboard enables you to view basic information for your key types of records. Any time you need to see the full details of a record – activity, contact, listing, closing, etc. – it op...

Home Settings Overview

The Home Settings section is accessible within the Top Producer Settings, in the Home tab. The options on this page allow you to display/hide information on the Dashboard (Home Page), as well as confi...

Dashboard

Whenever you log in to Top Producer CRM you’ll be taken to the Home page, or Dashboard. The Dashboard gives you a snapshot of key items related to your business – activities, prospects, listin...