Top Producer® X CRM: Setup

Top Producer® X CRM Quick Start Guide

Top Producer® X CRM is your complete real estate follow-up system designed to help you build your client database easily, make personal connections and stay top-of-mind with simple, effective follow-up […]

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Organize Your Contacts

Organize your contacts, respond to new leads, and never miss an opportunity again. Go to Contacts to customize your contact tabs and set Follow-up Reminders. To Customize Contact Tabs Customize […]

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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 […]

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Add or Import Your Contacts

We know how important contacts are to your business. That’s why we’ve made it quick and easy to add or import contacts, so you can spend time growing your business—not […]

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Connect Your Lead Sources

Regardless of where your leads come from, you’d like to see them all in Top Producer® X CRM, right? Follow these simple steps to integrate with over 150 lead sources […]

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Set up Market Snapshot®

Set up Market Snapshot® to conveniently send reports to your contacts directly from Top Producer® X CRM. If you aren’t a Market Snapshot® subscriber, request a demo or skip to […]

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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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