My Business

Viewing Activities

From the My Business area you can display your call, appointment, listing, closing and to-do activities in either a Calendar or List view. Tip: Swiping an activity description in either view provides a quick way of performing various actions on activities (see items 5-8 in the List view below). Calendar view Switch to List view.

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Viewing Your Team Calendar

If you have a team/partner account, you can view your team members’ calendars and availability and schedule appointments for each other. Tip: Whether you have a single agent or team/partner account, your assistants will be able to view team members’ calendars and schedule appointments if they have been granted access rights in the My Account

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Wrapping Up Touchpoints and Activities

Recording successful touchpoints helps you track what actions you have taken and focus on the tasks that still require attention. Whenever you place a call and send an email, text message or Market Snapshot, you are prompted to record the details and schedule a follow-up activity. In addition, you can wrap up an activity-call, to-do

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Prioritizing Activities

Setting activity priority When adding/editing an activity, you can set a priority level to help you determine the tasks that require your immediate attention. You can also quickly set an activity’s priority level to High by using the swipe method from the activity lists in the Listing/Closing and contact records and My Business (shown below).

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Recording Completed Activities

Recording completed activities helps you track what actions you have taken and focus on the tasks that still require attention. You can record completed activities by marking them done. Immediately after marking the activity done, you will be prompted to wrap it up by recording details and scheduling a follow-up activity. Tip: Complete activities can

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Setting Appointment Reminders

You can set reminders to be notified of your upcoming appointments. You can also send email/text message reminders to your contacts to remind them about an upcoming appointment. Setting reminders for yourself You can set email reminders for your appointments, which will be sent to the email address you specified in the My Account area

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Adding/Editing Activities

You can add or edit an activity from many areas in Top Producer Mobile by tapping the appropriate icons (/). Any activities you enter in Top Producer Mobile are immediately available in Top Producer CRM on your deskop and vice versa. There is no need to synchronize your database. Note: Currently you can add/edit your

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Deleting Activities

You can delete activities from many areas in Top Producer Mobile by tapping the Delete icon, or tapping the Delete button when editing an activity. Note: Currently you cannot delete activities that require a template (for example, email and letters). From My Business, swipe the activity description from left to right. Tap the Delete icon.

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