Top Producer® X CRM

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

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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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Calendar

Keep on top of your schedule in the Calendar (Log in > Calendar). Add your Google account to sync appointments from Google Calendar. Choose between Month, Week, and Day views.

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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

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Notes

Find all your notes in one place and quickly add new notes in Notes (Log in > Notes). Adding Notes Click Add Note to add a new note. Note that

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