Integrating your Top Producer® X CRM account with your Market Snapshot account enables you to do the following:
- Send Market Snapshots from within Top Producer® X CRM.
- Receive newly captured leads.
- Send and track Snapshots inside Top Producer® X CRM contact records.
In most cases, integration is automatically set up for you. If integration was not set up, follow these steps:
- Log in to the Market Snapshot Control Panel.
In the Setup menu, select Top Producer 7i/8i Account.
- Enter your Top Producer® X CRM username and password, then click Save.
- The form will validate your Top Producer® X CRM information, and if successful, your accounts will be integrated.
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