The Coach Me button helps you experience the full benefits of Top Producer CRM by walking you through some of the most important features.
Click the Coach Me button on desktop or mobile to get started:
From the coaching menu, choose from a variety of help topics:
Clicking on any help topic will start a series of prompts and pop-ups with easy to follow steps to direct you through the program. To see the next step click the Next button or perform the requested action. Click the X button on any coaching pop-up to end the session.
How do I prevent the Coach Me button from blocking content on mobile?
In most cases, if you scroll up or down the blocked content will become accessible.
How do I stop the welcome box from popping up on every desktop login?
The welcome pop-up is designed to show once on your first login. If you change browsers or clear your browser cookies, our system will see you as a first-time user and the pop-up will appear again.
If you are seeing the pop-up on every login, this is likely due to a browser setting that is clearing cookies when you exit your browser. You may want to check your browser settings and add-ons to ensure that cookies are not being unintentionally deleted.
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