Top Producer® X CRM: Calendar & Tasks

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 for it to appear under multiple contacts. Tasks added here will show in the main Tasks page, as well as in the Tasks tab of

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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 a birthday, property anniversary or lease renewal again! Adding Your Important Dates In a contact record click the Add Date button in the Important Dates

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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 Sync. Click Authorize Google Sync and follow the prompts to complete the setup. Once setup is complete, appointments added or deleted in one system will

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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. Navigate between time periods with the arrows in the top left, and quickly jump back to today with the Today button. Click a task or

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Adding a Task

You can add tasks for appointments, calls and to-do activities. Saved tasks will be viewable on the Tasks tab of linked contacts and on the Calendar and Tasks pages. To add a task, click the Compose button and select Add Task , or click the Add Task button in a contact record’s Tasks tab, on

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