Top Producer® X CRM: Email & Texting

Integrate Your Email Account and Add Your Email Signature

Set up email to send directly from the contact record, see email history and track opens. Add your email signature to give each email a personal, professional touch. To Set up Email Go to Settings > Email Integration. Enter your email address, click Authorize Email and follow the prompts to complete integration. Add as many

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Set up Texting

Set up texting to send texts from the contact record and see past conversations. To Set up Texting Go to Settings > Texting. Enter your mobile number and click Save Texting Setup. Reply CONFIRM to the confirmation text. Texts will be sent from your unique Top Producer® phone number. Calls and texts to that number

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Sending an Email

You can compose your own email or send an email in seconds by using one of our pre-written email templates. We recommend that you first connect your email account in Top Producer® X so you can track your email open rates. You will also have a complete record of your sent/received emails in both your

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Sending a Text

Sent messages are tracked and will appear to come from your Top Producer® number. Any messages sent to your Top Producer® number will be routed to your mobile phone and tracked. Tracked texts are available in the contact record under Texts. To send a text, click the Compose button and select Send Text , or

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