Top Producer® X CRM: Calendar & Tasks

Adding an Email Task

Email tasks allow you to schedule templated emails to be automatically sent to your contacts. Every morning at 2 a.m. (PST), our system will find any unsent email tasks scheduled […]

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Creating a Task Plan

A task plan is a series of tasks that can be quickly and conveniently applied to a contact or transaction. Add email tasks to your task plans to automatically send […]

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Applying a Task Plan

Quickly add a series of tasks to a contact or transaction by applying a task plan. See Creating a Task Plan for information on setting up task plans. Applying to […]

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Adding a Task

Add tasks for appointments, calls, to-dos, or email activities. Find your tasks under the Tasks tab of linked contacts/transactions, and on the main Calendar and Tasks pages. To add a […]

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Calendar Sync

Calendar sync allows you to sync appointments between Top Producer® X CRM and your iCloud, Google, Gmail or Microsoft (Outlook, Office 365) calendar. Existing appointments, new appointments, and updates will […]

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Calendar

Keep on top of your schedule in the Calendar (Log in > Calendar). Set up Calendar Sync to sync appointments from your iCloud, Google, or Microsoft (Outlook, Office 365) calendar. […]

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Sync Your Calendar

Set up calendar sync to sync appointments with your iCloud, Google, or Microsoft (Outlook, Office365) calendar. To Sync Your Calendar To set up calendar sync, go to Settings > Calendar […]

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Adding Important Dates

Of course you have more than just birthdays to remember, which is why we’ve given you an easy way to enter important dates for anything you want. You’ll never miss […]

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Tasks

See your incomplete tasks in Tasks (Log in > Tasks). Adding Tasks Click Add Task to add a call, appointment (appt.), or to-do task. Add additional contacts to the task […]

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