Top Producer® 8i CRM: Creating a New Letter Template
If you’ve reviewed the available default letter templates but you don’t see anything you want to customize, there are two ways to create a template from scratch. Copy the default […]
Read More...Top Producer® 8i CRM: Creating a Personal Copy of a Letter Template
You may find a letter template you like but that doesn’t perfectly suit your needs. Since you can’t make changes to default templates, you’ll need to create a personal copy. […]
Read More...Top Producer® 8i CRM: Creating a Personal Copy of an Email Template
You may find an email template you like but that doesn’t perfectly suit your needs. Since you can’t make changes to default templates, you’ll need to create a personal copy. […]
Read More...Top Producer® 8i CRM: Editing a Letter Template for One Mail Out Only
There may be situations where you don’t need to create a personal copy or a new template, but rather just change a letter template for one activity or contact. Top […]
Read More...Top Producer® 8i CRM: Viewing Default Letter Templates
To view default letter templates, click the Marketing main menu icon to open the Marketing landing page. From the Letters category, click the Letter Library link. A list of default […]
Read More...Top Producer® 8i CRM: Editing a Personal Letter Template
Follow the steps below to change the look or content of a personal letter template. Click the Marketing icon on the main menu to open the Marketing landing page. Click […]
Read More...Top Producer® 8i CRM: Viewing Default Email Templates
If you view the list of available email categories, you’ll notice the Letter library contains the same categories. This is because Top Producer provides a corresponding default email template for […]
Read More...Top Producer® 8i CRM: Printing Labels and Envelopes with Your Letters
Top Producer CRM’s template library also comes with a number of label and envelope templates you can print out when sending out your letters. When it comes time to print […]
Read More...Top Producer® 8i CRM: Creating a New Email Template
If you’ve reviewed the available default email templates but you don’t see anything you want to customize, there are two ways to create a template from scratch. Copy the default […]
Read More...Top Producer® 8i CRM: Editing a Personal Email Template
Top Producer CRM uses the email editor any time you make changes to email templates. Follow the steps below to change the look or content of your personal email template. […]
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