Top Producer Google Sync allows you to sync your contact details between Top Producer and Google. After you have completed the initial setup, select which of your existing contacts you want to sync by adding contacts to the sync list.

Once this is complete, syncs will occur automatically at scheduled times. The following contact details will be synced between Google and Top Producer:

  • Name (including spouse)
  • Company name and job title
  • Address information
  • Phone numbers/email addresses
  • Associated websites
  • Birthday

Adding contacts to the sync list

If you selected the Always Add to Sync options (see below) during setup, new contacts/leads will automatically be set to sync. However, before existing contacts are synced, you must manually add them to the sync list. 

contact-sync-options

To add contacts to the sync list in Top Producer:

  1. In Top Producer, go to Contacts > Contacts Summary.
  2. From the Contacts Summary page (shown below), select the contacts you want to sync, and then click Sync > Add to Sync.

add-contacts-sync-tp

Tip: You can also add contacts to the sync list from the Contact Record (by clicking google-icon in the header) and by performing a search for the contacts and then clicking More Options > Add to Sync.

To add contacts to the sync list in Gmail:

  1. In Gmail, open your Contacts list.
  2. Select the contacts you want to add to the sync list, and then click Groups groups-icon > Top Producer > Apply.

gmail-add-to-sync

Tip: You can also add an individual while viewing their contact details by clicking Groups groups-icon > Top Producer > Apply.

Determining which contacts are syncing

You can find out which contacts are set to sync from a number of areas in both Top Producer and Google.

In Top Producer, contacts that are set to sync with Google will display the Cloud google-icon icon in the Contact Record and the Contacts Summary.

contacts-summary-sync-icon

In Gmail, clicking the Top Producer label on the left side of the Contacts list displays all contacts that are set to sync with Top Producer (shown below). In addition, the Top Producer label appears adjacent to all contacts set to sync in the Contacts list.

gmail-tp-label

Removing contacts from the sync list

Once you remove a contact from the sync list, changes you make to the contact will no longer be synced.

To remove contacts from the sync list in Top Producer:

  1. Go to Contacts > Contacts Summary.
  2. Select the contacts, and then click Sync > Remove from Sync.

To remove contacts from the sync list in Gmail:

  1. Open your Contacts list.
  2. Select the contacts, and then click Groups > clear the Top Producer check box > Apply.