Top Producer® X CRM: Setup

Add or Import Your Contacts

We know how important contacts are to your business. That’s why we’ve made it quick and easy to add or import contacts, so you can spend time growing your business—not entering contact information. On first login, you’ll be prompted to add or import contacts. After first login, add or import contacts in a few simple

Read More...

Top Producer® X CRM Quick Start Guide

Top Producer® X CRM is your complete real estate follow-up system designed to help you build your client database easily, make personal connections and stay top-of-mind with simple, effective follow-up tools. Getting started is quick and easy. Once you set up your account and organize your contacts, you’ll be good to go! Get started at

Read More...

Set up Market Snapshot®

Set up Market Snapshot® to conveniently send reports to your contacts directly from Top Producer® X CRM. If you aren’t a Market Snapshot® subscriber, request a demo or skip to the next step. To Set up Market Snapshot® If you entered your personal information and MLS credentials, Market Snapshot® should already be set up for

Read More...

Sync Your Calendar

Add your Google account to sync appointments between Google Calendar and Top Producer® X CRM. To Sync Your Calendar To set up calendar sync, go to Settings > Google Calendar Sync. Click Authorize Google Sync and follow the prompts to complete the setup. Once setup is complete, appointments added or deleted in one system will

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 up Email Go to Settings > Email Integration. Enter your email address, click Authorize Email and follow the prompts to complete integration. Add as many

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 Texting Setup. Reply CONFIRM to the confirmation text. Texts will be sent from your unique Top Producer® phone number. Calls and texts to that number

Read More...

Add Your Personal Information, Including MLS Credentials

Start by logging in and adding your personal information, including your MLS credentials. To Add Your Personal Information On your first login you’ll be prompted to accept the Subscriber Agreement > then make any changes to personal info on the My Information screen. After first login, add and edit your personal information by going to

Read More...

Connect Your Lead Sources

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: To Connect Your Lead Sources Go to Settings > Lead Providers. Click Copy to copy your @myleads.io email address. Sign in to your lead vendor

Read More...

Organize Your Contacts

Organize your contacts, respond to new leads, and never miss an opportunity again. Go to Contacts to customize your contact tabs and set Follow-up Reminders. To Customize Contact Tabs Customize the default tabs to fit your business. Add custom tabs, remove unwanted tabs, and rearrange however you want. Here are a couple of ideas to

Read More...