Installing Outlook Connector in Top Producer

These instructions will walk you through the process of installing and configuring Top Producer Outlook Connector for use with Top Producer. For more details on how Top Producer Outlook Connector is used, please click here.

Configuring Top Producer Outlook Connector

1. Log in to Top Producer.
2. Go to the My Account section.
3. Select Edit My Info at the bottom of the page and place a check next to Top Producer Outlook Connector. Click Save My Info.

   

4. Go to the Settings section of Top Producer.
5. Select the Email sub-tab. Click Edit Email Setup and choose Yes next to the Use Top Producer Outlook Connectoroption.

   

6. Create a password in the Create Security Key field. This can be any combination of letters and numbers and does not need to be the same as your Top Producer account password. This key will be used in a later step.
   
   
7. Click the Top Producer Outlook Connector link under Download and Install. At the prompt, save the file to your computer. It is recommended you save the file to your desktop.

   

8. If you use an @topproducer.com email address and would like Outlook to be able to send and receive emails using this account, take note of the information located under Mailbox Configuration Info. This information will be used in a later step.
   
   

   Note: If you do not use an @topproducer.com email address, this information is not required.

9. Once the file is downloaded and saved, click Save Email Setup on the Email Preferences Screen.

Installing Top Producer Outlook Connector

1. Close or minimize Top Producer and all other windows, then locate and run the downloaded file: Top Producer Outlook Connector.exe. This will open the installation wizard.

   Important: Close any running Microsoft Office applications (Word, Excel, Outlook, etc.) before running the installation.

2. Follow the installation prompts, accept any Windows prompts, and read through and accept any user agreements. Once completed, close the installation wizard.
3. Open Microsoft Outlook, select the Tools menu, click Options, and select the new Top Producer tab. Enter your Top Producer username and the security key that was created in Step 4 of Configuring Top Producer Outlook Connector.
   
   
4. Once the information is entered, click Apply. A progress window will briefly appear indicating it is connecting.
   
   
   When the window disappears, the connection has been made. Click OKto close the Outlook Options window. Top Producer Outlook Connector is now installed and configured.

Configuring Outlook 2007 to access an @topproducer.com email account

In order to have Microsoft Outlook check your @topproducer.com account, follow the steps below. If you do not use an @topproducer.com account, it is not necessary to complete this section of the setup.

1. Open Outlook, select the Tools menu and click Account Settings. On the Email tab, click the New button. Choose the Microsoft Exchange, POP3, IMAP, or HTTP option and click Next.
2. Place a checkmark next to the Manually configure server settings option and click Next. Choose the Internet Email option and click Next.
3. Enter your name, @topproducer.com email address, server information, and username and password. This information was obtained in Step 6 of Configuring Top Producer Outlook Connector.
   
   
4. Click More Settings and select the Outgoing Server tab. Place a check next to My outgoing server (SMTP) requires authentication and select Use same settings as my incoming mail server. Click OK.
   
   
5. Click Next, and then click Finish. Outlook has now been configured to receive emails sent to your @topproducer.com address.

Configuring Outlook 2007 to indentify emails already copied to Top Producer

When an email is copied to Top Producer using Outlook Connector, that email is assigned the tag of Top Producer under the Categories column. Your Outlook may not be configured to display Categories. Follow the below instructions to display Categories in Outlook 2007.

1. Open Outlook, select the View menu, select Current View, and click Customize Current View.
2. Click the Fields button. Locate Categories in the list on the left and click Add to move it to the right. Click OK to confirm the selection, and click OK again to close the customize window.
   
   
3. There will now be an additional Categories column header displayed above the list of emails in Outlook. When an email is copied to Top Producer, there will be a tag of Top Producer in the column next to the email.
   
   

   Tip: Depending on the screen layout you have chosen within Outlook, the Categories header may not be immediately visible. If this is the case, you will need to widen the viewable area to see the additional column headers.