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...Drip Email Campaigns
Set up a series of emails and have them send automatically with drip email campaigns in Top Producer® X CRM. Create your personalized drip email campaign in three simple steps: […]
Read More...Sending a Group Email
Save time and effort when communicating with your contacts by sending a group email to up to 100 contacts at a time, autopopulated with their name and other information. Important: […]
Read More...Creating and Sending Texting Templates
Streamline your text messaging by creating custom texting templates in Top Producer® X CRM. Templates you create can be set to auto-populate customer information, saving you time and maximizing your […]
Read More...Sending a Text
Sent messages are tracked and will appear to come from your Top Producer® number. Any messages sent to your Top Producer® number will be routed to your mobile phone and […]
Read More...Set up Texting
Set up texting to send texts from the contact record and see past conversations. To Set up Texting Go to Settings > Texting. Enter your mobile number and click Save […]
Read More...Integrate Your Email Account and Add Your Email Signature
Set up email to send directly from the contact record, see email history and track opens. Add your email signature to give each email a personal, professional touch. To Set […]
Read More...Sending an Email
You can compose your own email or send an email in seconds by using one of our pre-written email templates. We recommend that you first connect your email account in […]
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