Settings

Top Producer Settings

The Settings area of Top Producer CRM centralizes the settings that personalize your Top Producer CRM experience. There are 8 tabs on the Settings page. From each tab you can change your preferences for various Top Producer CRM features. General Settings: Allows you to specify your application color theme, default report orientation, and the default

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Setting Data Access for Teams

Is your team collaborative and you want them to be able to access everything? Or, is your team a bit on the competitive side and you’d like them to only see their contacts, listings and closings? In just a couple of clicks you can choose the data access that works for you and your team.

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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 CRM to immediately be notified via email and/or text message whenever a new lead is received. After receiving a lead alert, the lead appears in the Sales Pipeline. Important: Our lead alert feature is

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Optimizing your Top Producer Dashboard

While the Top Producer CRM Dashboard comes ready-to-use and includes by default all of the features designed to help you conduct your day-to-day business, you may want to take advantage of the available customization options. There are several things you can do to adjust the display of the dashboard to better suit your needs. Optimize

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Listing and Closing Settings Overview

The Listing and Closing Settings section is accessible within the Top Producer Settings, in the Listings & Closings sub-tab. Listing Settings contains five sections: Listings Setup, Listing Service Reports, Closing Service Reports, Customer Web Page Setup, and Configure Websites. Listings Setup In the Listings Setup section you can configure your listing term by setting the

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Marketing Settings Overview

The Marketing Settings section is accessible within the Top Producer Settings, in the Marketing sub-tab. It contains five sections: Marketing Services, Publishing Messages, DOM Settings, Published Materials, and Envelope & Label Settings. Marketing Services The Marketing Services tab allows you to set up MailChimp and BombBomb for use with Top Producer. Once set up, you

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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 activities and your prospect list. Your activities are also accessible in the Activities Summary. By default, My Business will include your activities due in the Last 7 Days,

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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 opens in its own form. Top Producer CRM forms conveniently organize record details into manageable sections. You can view, change, and

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General Settings Overview

The General Settings section is accessible by clicking Settings under the Account menu at the top right of any Top Producer CRM screen, then clicking the General tab. The General Settings contains two sections: 8i Settings and 3rd Party Setup. 8i Settings The 8i Settings section allows you to customize the color theme of Top

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Google Sync and Outlook Sync Overview

Top Producer CRM provides a way to synchronize data with your Google Account or your local installation of Microsoft Outlook. Setting up Google or Outlook Sync can be done during the final step of the Top Producer Setup Wizard, and can also be completed later through the Top Producer Settings. Just go to the Account

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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 configure the information displayed by default in the My Business and Sales Pipeline areas. To change any of the options, click Edit

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How to Add an Agent Account

If you have purchased an additional user License for your Top Producer account, you must set up the account before it can be used. When setting it up, you can create the username and password, as well as configure the account permissions. Watch the Video: To set up an Agent license, log in to Top

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How to Add an Assistant Account

If you have purchased an additional user license for your Top Producer CRM account and did not set it up initially from within the Setup Wizard, you must set up the account before it can be used. When setting it up, you can create the username and password, as well as configure the account permissions.

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Email Settings Overview

The Settings > Email tab contains various tabs that let you specify how you want to handle email: Email Accounts, TP Email Setup, Signature, Stationery, Out of Office, Unsubscribe, and Spam Settings. Email Accounts From this tab you can add your email accounts, so email you’ve received from these accounts will automatically appear in the

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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, listings, and closings. You can also search for all the contacts you’ve established and access your account settings, all from one central

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Calendar Settings Overview

The Calendar Settings section is accessible within the Top Producer Settings, in the Calendar sub-tab. It contains two sections: Calendar Settings, and Activities Settings. Calendar Settings Calendar Settings allows you configure the way your Calendar looks, as well as choose your Time Zone. By default, the Calendar opens to the Day View. If you prefer

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Contacts Settings Overview

The Contacts Settings section is accessible within the Top Producer Settings, in the Contacts sub-tab. Contacts Settings contains three sections: My Leads, Lead Alerts, and Tools. My Leads The Lead Provider Setup area will indicate if you have integrated Top Producer CRM with your realtor.com® account. To add another lead provider, click Add Lead Provider,

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Adding an Agent Photo or Company Logo

Adding your Agent Photo and Company Logo can be done either during Step 1 of the Setup Wizard, or from the Photos tab of the My Account section. The images you add here can be used to brand your marketing materials. From the Photos section, click the Add Photo link. The Add Photo segment opens.

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