Top Producer® X CRM: Integrate Your Email Account and Add Your Email Signature

  • September 2, 2020  |   < 1 minute read

Set up email to send directly from the contact record, see email history and track opens. Add your email signature to give each email a personal, professional touch.

To Set up Email

Go to Settings > Email Integration. Enter your email address, click Authorize Email and follow the prompts to complete integration. Add as many of your email accounts as you’d like.

To Set up Email Signatures

Once you’ve integrated your email account(s), go to Settings > Email Signatures. Add a personalized email signature for each email account you’ve integrated.

>>Next step: Sync your calendar

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