Top Producer CRM on iPads, iPhones, & iPod touch
Top Producer Mobile was specifically developed for use on internet-enabled touchscreen mobile devices, such as the iPad, iPhone and iPod touch. To use Top Producer on any of these products, on your mobile device, simply go to m.tpcrm.com and enter your username and password.
Top Producer CRM on a Mac
Top Producer CRM works seamlessly on your Mac! Not only can you manage your contacts, transactions and task list, the entire email workflow is available to Mac users, including the ability to compose emails, send mass email campaigns and customize your own email templates. Mac users can also access the entire Marketing Library which includes letter and flyer templates, presentations and more!
Log in to Top Producer CRM in Safari on your Mac to check out all of the available features and functionality.
The vast majority of the flows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) on a Mac.
You can still create these marketing materials (flyers, presentations, envelopes, labels and postcards) from the system templates in the Marketing library. You just currently can’t customize these templates.
See the System Requirements article for details.
While you can immediately start using Top Producer CRM on your Mac, there are two settings you should check in order to enjoy a seamless experience. For details, see Configuring Your Mac and Safari Settings.
While you can edit email and letter templates using the editor, currently you cannot edit other marketing templates and materials you’ve created from system templates (letters, flyers, presentations, envelopes, labels and postcards) on a Mac.
Yes! See the Importing Contacts from a Mac Address Book article for details.
You need to adjust your scroll bar settings on your Mac in order to see the scroll bars in Top Producer CRM.
- From the Dock on the bottom of your screen, click the System Preferences icon.
- Click the General icon.
- Set the Show scroll bars option to Always.
- Close General Preferences.