Settings
Set up your account and import contacts in Settings (Login > Settings). My Information Edit your name, address, contact information and more. Most of this information may already be filled […]
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...Viewing Market Snapshot® Reports & Listing Alerts
Top Producer® X CRM allows you to conveniently view and manage your Market Snapshot® reports and listing alerts, so you can easily showcase your expertise and stay top of mind […]
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...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...Creating and Sending Email Templates
Personalize your email marketing by creating custom email 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...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 […]
Read More...Lead Response Plan
Automated Lead Response Turn more prospects into clients by automatically applying Top Producer’s Lead Response plan to your incoming leads. Sit back while prospects are nurtured with carefully crafted messages […]
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...Contact Sync
Contact Sync allows you to sync your contacts with iCloud, Google Contacts and Microsoft Contacts (Outlook, Office 365). Contacts in the other system will be automatically brought to Top Producer® […]
Read More...Transactions
Manage your listings and closings in Transactions (Log in > Transactions). View statistics, add notes, tasks and more. For information on how to add a transaction, see Adding a Transaction. […]
Read More...Top Producer® X CRM Video Library
Please enjoy our library of Top Producer® X CRM support videos below. Click a link below to jump to the video. Importing Contacts – Top Producer® X CRM Quick Start […]
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 […]
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...Viewing Contact History, Tasks, Properties, Transactions & Snapshot Reports
View your communication history, check upcoming tasks, view properties, manage Market Snapshot® reports, and much more on the Contact Details page. Customizing Tabs Rearrange the tabs on the Contact Details […]
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 […]
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...Importing Top Producer® 8i CRM Closings
Import closings from Top Producer® 8i CRM in to Top Producer® X CRM to have them available to you under Transactions. The new transactions will include the important details of […]
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 […]
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