Getting Started Outlook

System Requirements

Operating Systems Windows XP (32 bit) Windows Vista Windows 7 (32 and 64 bit) Microsoft Outlook Outlook 2007 Outlook 2010 Outlook 2013 Tip: If you don’t know which Outlook version or operating system you are using, see the Outlook Sync FAQs article for the steps on how to determine this information. Note that Top Producer

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Outlook Sync Overview

Top Producer Outlook Sync seamlessly syncs your Outlook calendar events and contacts with Top Producer CRM. Once you have completed the initial setup, syncs occur automatically in the background. Staying on top of your calendar and contacts has never been easier! You can also copy Outlook email to Top Producer CRM for your records. Sync

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Enabling Outlook Sync for Team Members

If you are the responsible agent of a team/partner account, or a single agent with an assistant, you must first grant your team members/assistants access to Top Producer Outlook Sync before they can set it up. Team members and assistants that have not yet been granted access to Top Producer Outlook Sync will not see

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Backing Up Your Outlook Data

If you enable Contact Sync in Top Producer CRM, changes you make to your contacts in Outlook will appear in Top Producer CRM and vice versa. Before you enable this integration, you should back up your Outlook data first before installing and using Top Producer Outlook Sync. For details on how to do this: Go

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