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Top Producer^® X CRM Articles

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Top Producer^® X CRM Articles

Top Producer^® X CRM Support Articles

Quick Start

Add Your Personal Information
Integrate Your Email Account
Sync Your Calendar
Set up Texting
Set up Market Snapshot^®

Email & Texting

Sending an Email
Sending a Group Email
Creating Email Templates
Sending a Text
Creating Texting Templates

Main Menu

Contacts
Calendar
Tasks
Notes
Snapshots

Leads & Contacts

Contact Types & Statuses
Contact Sync
Importing Contacts
Lead Integration
Organize Your Contacts

Tasks & Task Plans

Adding a Task
Creating a Task Plan
Applying a Task Plan
Adding an Email Task
Drip Email Campaigns

Transactions & Properties

Adding a Transaction
Managing Transactions
Adding a Property
Property Insights for Home Buyers
Adding a Note

Miscellaneous

Video Library
Changing Your Password
Download Invoices, Update Payment Info
Following up With Your Contacts
Managing Your Team

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