Top Producer Outlook Sync seamlessly syncs your Outlook calendar events and contacts with Top Producer CRM. Once you have completed the initial setup, syncs occur automatically in the background. Staying on top of your calendar and contacts has never been easier! You can also copy Outlook email to Top Producer CRM for your records.
Sync your Outlook Calendar with Top Producer CRM
Top Producer Outlook Sync allows you to sync your appointment details between Top Producer CRM and the Outlook calendar. Once you have selected the calendar you want to sync with, new appointments you create and changes you make to existing appointments will automatically be synced.
Sync your Outlook Contacts with Top Producer CRM
Top Producer Outlook Sync allows you to sync your contact details, including name, address and contact information. Once you have completed the initial setup, you can select which contacts you want to sync. You can also set that new contacts you create in Top Producer are automatically set to sync-no more duplicate data entry!
Copy email you send/receive in Outlook to Top Producer CRM
Top Producer Outlook Sync offers email integration that allows you to launch Outlook from within Top Producer CRM, add Top Producer CRM contacts to email you send in Outlook, and copy Outlook email to Top Producer CRM for your records. Any email you copy will appear in the Activities tab in the Top Producer CRM contact record for all those associated with the email.
Automatic syncs ensure your data is up to date
Once you have completed the setup and selected the contacts and Outlook calendar you want to sync, syncs occur automatically at scheduled times. You can also manually start a sync session at any time in Outlook by clicking Sync Now in the Top Producer group.
Sync Outlook with your mobile device for additional functionality
Once you set up Top Producer Outlook Sync, you can choose to sync Outlook with your mobile device for additional functionality. The method you use to sync Outlook with your mobile device depends on the mobile device you have and the sync software available.
If you choose to sync Outlook with your mobile device, in addition to the functionality included in Top Producer Outlook Sync (listed above), you will also enjoy:
- End-to-end sync: Not only will your appointments and contacts be synced between Top Producer CRM and Outlook, your device’s native calendar app and address book will be synced too!
- Mobile alert reminders: In addition to the email reminders and pop-up reminders that are included with Top Producer Outlook Sync, you can also receive mobile alerts for your appointments on your device. For more information on the types of reminders available, see Syncing Your Calendar.
- Call display: Once your Top Producer CRM and Outlook contacts are synced with your device’s address book, any calls you receive from these contacts will include their name and phone number.
- Access to your Top Producer CRM and Outlook calendar/contacts without a data connection: Once your contacts and calendar are synced with your device, if you don’t have a data connection and are unable to access Top Producer CRM or Outlook, you can still view your contacts and calendar in your device’s address book and calendar.
Note: Setting Outlook to sync with your mobile device is just an additional option that will give you the four benefits listed above. You do not need to set this up in order to sync your contacts/calendar between Top Producer CRM and Outlook, or copy email you send/receive in Outlook to Top Producer CRM.