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 […]
Read More...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 […]
Read More...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 […]
Read More...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 […]
Read More...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 […]
Read More...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 […]
Read More...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. […]
Read More...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 […]
Read More...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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