Top Producer® X CRM: Viewing Contact History, Upcoming Tasks, Property Insights & Snapshot Reports

View your communication history, check upcoming tasks, see property insights and manage Market Snapshot® reports from within the contact record.


View the important details you need most here. View the contact’s status, lead source, buyer preferences, last touch information, important dates and most recent notes.


View sent/received emails here (if you set up email integration). Icons indicate if the email was received by you Received Icon, sent by you and opened Opened Icon, or sent and unopened Opened Icon. Click an email to expand it, displaying full email content with options to reply or forward.

Important Dates

View upcoming important dates (i.e. birthdays or anniversaries) here. Click Add Date to add a new date, and select Repeat annually? for yearly occurrences. Dates within the next 8 days can be completed by clicking Mark Done, which opens the Wrap-up pop-up. Click the Delete Note icon to delete a date.

Property Insights

Track properties your buyer is interested in here. Leads from® will have pre-populated properties based on their recent activity. Add Insight to add a new property, or set the buyer’s interest from the dropdown menu. Click on a property to view the listing on®.


View contact notes. Click a note to expand it, displaying the full text. To edit an expanded note, make your changes directly in the note then click Save Note. To delete a note, click the Delete Note icon.

Snapshot Reports

View snapshot reports sent to the contact here, or send a new snapshot by clicking the Send Snapshot button. Click the Stop button to stop a report, or Start to start a stopped report. Click on a snapshot report to view details.


View incomplete tasks here. Click a task to expand it and see full details. Click Mark Done to complete the task and open the Wrap up pop-up, letting you add a note and schedule a new task.


Tracked text messages will appear here in an easy-to-read conversational format. Remember that only texts sent from within Top Producer® X CRM, or received to your Top Producer® number, are tracked here.

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