Top Producer® X CRM: Contacts

Importing Contacts

We know how important importing contacts is to your business. That’s why we’ve made it quick and easy to import contacts into Top Producer® X CRM, so you can spend time growing your business—not entering contact information. Log in to Top Producer® X CRM. Go to Settings > Import Contacts. Click Choose File to Import

Read More...

Lead Integration

Regardless of where your leads come from, you’d like to see them all in Top Producer® X CRM, right? Follow these simple steps to integrate with over 140 lead sources: Log in to Top Producer® X CRM. Go to Settings > Lead Providers. Click Copy to copy your @myleads.io email address. Sign in to your

Read More...

Contact Types & Statuses

Organize and tag your contacts the easy way by assigning contact types and contact statuses in Top Producer® X CRM. Contact Types Contact Types are a powerful tool for helping to organize all of the contacts in your database. Think of a contact type like a category, label, or group that you assign to your

Read More...

Following up With Your Contacts

Okay, so you know that consistent communication with core groups is key to achieve repeat business and referrals, but you’re busy. We get it! Coming up with a system that can help you reach out to just a few a day would help, right? That’s what we’ve done! Each day we’ll give you 5 clients

Read More...

Contacts

Relationship building and follow-up is easier than ever in Contacts (Log in > Contacts). Organize your contacts, respond to new leads, and never miss an opportunity again. Adding Contacts Add contacts manually by clicking the Add Contact button. Enter in the contact’s details, set their status, type, source, etc. as desired and click Save Contact

Read More...

Adding a Note

If you regularly add notes to your tasks and contacts, you’ll not only have complete records, but the additional info will pay off when you’re dealing with clients. Add call or appointment details, or just general notes associated with a contact, like what their dog’s name is or where their kids go to school. To

Read More...

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. Dashboard 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. Emails View sent/received emails here (if you set up

Read More...