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...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
Read More...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.
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
Read More...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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