Top Producer CRM provides a way to synchronize data with your Google Account or your local installation of Microsoft Outlook. Setting up Google or Outlook Sync can be done during the final step of the Top Producer Setup Wizard, and can also be completed later through the Top Producer Settings. Just go to the Account Menu, select Settings, and click the Integrations Tab.
Once configured, syncs occur automatically at scheduled times, and the sync is bidirectional – which means any changes you make to the synced data in Top Producer CRM will be reflected in both Top Producer and Google or Outlook.
Top Producer Outlook Sync seamlessly syncs your Outlook appointments and contacts with Top Producer. You can sync your contacts’ names, addresses and contact details, as well as the dates, start/end times and reminder settings for your appointments. Staying on top of your calendar and contacts has never been easier! In addition, email integration allows you to copy Outlook email to Top Producer for your records.