General

What information does My Business display?

From My Business you can view your call, appointment, listing, closing and to-do activities (tasks). These are activities either created by you or are a result of a plan that you applied.

In addition, if you have a team/partner account, you can view your team members’ calendars and availability and schedule appointments for each other. See the Team Calendar section below.

How do I know which activities require my immediate attention?

Marking an activity as high priority displays a visual indicator (priority-list-icon) when viewing activity lists to remind you that the activity requires your immediate attention.

Can I view completed activities from Top Producer Mobile?

Yes, in the My Business Calendar view, completed activities appear below the calendar. In the My Business List view, tap the tab once to view incomplete activities. Tap the tab a second time to view completed activities.

How do I complete a call activity?

From My Business, tap the call activity to display its details, and then tap the Call (phone-icon) icon. Also, when viewing your activity list, you can swipe the activity description and then tap the Call (phone-icon) icon. These options are only available if the contact has a phone number entered in their record.

Immediately after placing a call, you will be prompted to record the touchpoint and schedule a follow-up activity.

Can I create letter and email activities in Top Producer Mobile?

No, activities that require a template (for example, letters, envelopes, etc) must be created/edited in the Top Producer desktop application. These activities can be viewed in Top Producer Mobile, but the template you applied will not appear.

Can I set an activity to repeat in Top Producer Mobile?

No, repeating activities must be created in the Top Producer desktop application. You can edit repeating activities in Top Producer Mobile. However, only the instance you edit will include your changes. All future occurrences will remain unchanged.

Can I add activity notes in Top Producer Mobile?

Yes, you can view view-icon, add add-note-icon, edit edit-icon or delete an activity note when viewing an activity. Any notes you add can also be viewed from the Notes list and will automatically be linked to the activity and any associated contacts, listings or closings.

I have a plan activity that has other tasks that are dependent on its completion date. When I mark this activity done, what will the completion date be set to?

When you mark this activity done in Top Producer Mobile, the completion date is automatically set to the date it was marked done. Therefore, the dependent tasks will occur the specified number of days after this activity was marked done.

Why isn't the activity I marked done appearing in the Complete section in the Calendar view in My Business?

When you mark a single activity done, the completion date is set to the date the activity was scheduled for. For example, if the activity was scheduled for August 19th, but you marked it done on the 20th, the activity will appear in the Complete section in the August 19th Calendar view. Plan activities are handled differently—see the FAQ above.

Why aren't all my activities appearing in the list?

From the List view, call, listing, closing and to-do activities for the current day and last 7 days appear, while appointments scheduled for the current day and next 7 days appear.

From the Calendar view, only activities for the current day appear, unless the activity was added in the Top Producer desktop application and you specified how long it should appear in activity lists.

Reminders

What types of reminders can I receive for my appointments?

You can receive email reminders for your appointments in Top Producer Mobile. Email reminders are sent to the email address you specified in the My Account area in Top Producer desktop.

In addition, if you also use the Google Calendar, you can set up Top Producer Google Sync to receive additional reminder types, including mobile alerts on your device and pop-up reminders. If instead you use the Outlook Calendar, you can set up Top Producer Outlook Sync to receive these additional reminder types.

How do I set appointment reminders in Top Producer Mobile?

When adding or editing an activity, tap the Reminder field to select when you want to receive the reminder, and then select Remind me by email. An email reminder will be sent to the email address you specified in the My Account area in Top Producer desktop.

Tip: If you also use the Google Calendar, you can set up Top Producer Google Sync to receive additional reminder types, including mobile alerts on your device and pop-up reminders. If instead you use the Outlook Calendar, you can set up Top Producer Outlook Sync to receive these additional reminder types.

appointment-reminder

I set an email reminder for 15 minutes before an appointment, but I'm receiving it 30 minutes before the appointment is scheduled. Why is this?

If you set an email reminder to 30 minutes or less, you will receive a reminder via email 30 minutes before the appointment. For example, if you set a reminder for 5 minutes before an appointment, you will receive the email reminder 30 minutes before the appointment is scheduled. This is to ensure you receive your email reminders on time.

Can I send reminders to my contacts for upcoming appointments?

Yes, you can send an email or text message reminder to notify contacts about an upcoming appointment.

  1. From the My Business List or Calendar view, tap an appointment to view its details.
  2. Tap the Email email-icon or SMS sms-icon icon to send an email or text message reminder to the associated contacts.
  3. contact-reminder

  4. Enter your text message or modify the default email message, if desired.
  5. The associated contact(s) will receive the reminder after you send it.

Can I set birthday reminders reminders in Top Producer Mobile?

No, while your birthday reminders will appear in Top Producer Mobile, you must add them from the Top Producer desktop application.

Team Calendar

How do I view my team members' calendars in Top Producer Mobile?

From the My Business Calendar view, tap the Team team-icon icon. If there are multiple members in your team, tap a team member’s name to display their calendar.

You can view your team members’ calendars if you have a team/partner account. In addition, whether you have a single agent or team/partner account, your assistants can view team members’ calendars if they have been granted access rights in the My Account area in Top Producer desktop.

For more information, see Viewing Your Team Calendar.

How can I view when my team members are available?

You can see your team members’ availability by viewing their calendar. See the above FAQ for the steps on how to do this.

In addition, if there are multiple members in your team, you can display a combined calendar view to see your team’s availability for any given day. To do this, from the My Business Calendar view, tap the Team team-icon icon, and then tap Open time slots.

Can I schedule appointments on behalf of my team members?

Yes, while viewing your team member’s calendar, tap on an available time slot to schedule an appointment.

How can I book an appointment for my entire team?

While you can schedule appointments on behalf of your team members (see the FAQ above), team appointments must be created/edited in the Top Producer desktop application. You can view these appointments in Top Producer Mobile, but the team attendees will not appear.

Can I modify a team member's appointment?

Yes, while viewing your team member’s calendar, tap an existing appointment to edit, delete or mark the activity complete.

Can I view only one team member's calendar at a time?

Yes, you can only view one team member’s calendar at a time. However, if there are multiple members in your team, you can display your entire team’s availability. To do this, from the My Business Calendar view, tap the Team team-icon icon, and then tap Open time slots.

Can my assistant view his or her team members' calendars?

Whether you have a single agent or team/partner account, if your assistant has been granted access rights in the My Account area in Top Producer desktop, he or she will be able to view team members’ calendars and availability and schedule appointments.

Can all of my team members view and modify each other's appointments?

Yes, all team members can view and modify each other’s appointments. In addition, if your assistant has been granted access rights in the My Account area in Top Producer desktop, he or she will be able to see this information as well.

Listing/Closing Activities

Why aren't my listing/closing appointments and calls appearing on the Listing and Closing tabs in the My Business List view?

Only listing/closing to-do activities appear on these tabs. Calls and appointments associated with a listing/closing appear on the Call calls-tab-my-business and Appointment appt-tab-my-business tabs.

Why aren't any of my listing or closing activities appearing in My Business?

The option to hide a listing or closing’s activities from your activity lists is likely selected in the Top Producer desktop application. To confirm this, open the listing/closing record in the Top Producer desktop application, and then click the Activities tab. If this option is selected in the bottom right, clear it to display the listing/closing activities in the My Business area in Top Producer Mobile.

listings-tab-desktop

Can I set listing/closing activities to be dependent on important listing/closing dates?

Yes, when adding/editing an activity that is linked to a listing/closing, tap Adjust with and then select the listing/closing date you want the activity date to be dependent on. If you change this date in the Top Producer desktop application, the activity date will automatically change too.

auto-adjust-dates

When I add an activity and set it to auto-adjust with the listing date, shouldn't the activity date automatically change to the listing date?

No, the activity date will automatically adjust when future changes are made to the associated listing/closing date in the Top Producer desktop application.

For example, you add a listing in the Top Producer desktop application with a listing date of December 1st. You then add an activity to occur one day after the listing date (December 2nd) and set the activity date to automatically adjust to the listing date. When you change the listing date to December 10th in the Top Producer desktop application, the associated activity date will change to December 11th (one day after the listing date).

When I mark a listing/closing activity done in Top Producer Mobile, is a service activity created and added to the service report?

No, a service activity is not created when you mark a listing/closing activity done in Top Producer Mobile. If you want to include an activity in a service report, you can mark it done from the Top Producer desktop application.