Top Producer® X CRM: Calendar & Tasks

Adding a Task

Add tasks for appointments, calls or to-do activities. Find your tasks under the Tasks tab of linked contacts/transactions, and on the main Calendar and Tasks pages. To add a task,

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Creating a Task Plan

A task plan is a series of tasks that can be quickly and conveniently applied to a contact or transaction. See Applying a Task Plan for more information on how

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Applying a Task Plan

Quickly add a series of tasks to a contact or transaction by applying a task plan. See Creating a Task Plan for information on setting up task plans. Applying to

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Adding Important Dates

Of course you have more than just birthdays to remember, which is why we’ve given you an easy way to enter important dates for anything you want. You’ll never miss

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Tasks

See your incomplete tasks in Tasks (Log in > Tasks). Adding Tasks Click Add Task to add a call, appointment (appt.), or to-do task. Add additional contacts to the task

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Sync Your Calendar

Add your Google account to sync appointments between Google Calendar and Top Producer® X CRM. To Sync Your Calendar To set up calendar sync, go to Settings > Google Calendar

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Calendar

Keep on top of your schedule in the Calendar (Log in > Calendar). Add your Google account to sync appointments from Google Calendar. Choose between Month, Week, and Day views.

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