Top Producer® X CRM: Adding Important Dates

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Of course you have more than just birthdays to remember, which is why we’ve given you an easy way to enter important dates for anything you want. You’ll never miss a birthday, property anniversary or lease renewal again!


Adding Your Important Dates

  1. Click Add Date in a contact record.

  2. Enter a description, set a date, choose whether the date will repeat annually.

  3. Click Save Date.

Viewing Your Important Dates

To view important dates, click Important Dates in a contact record or on the Tasks page.

If the important date is past due, the date will be colored red. If the important date is today, the date will be colored green.


Mark an Important Date Done

To mark an important date as done, follow these steps:

  1. Click Mark Done next to the important date.
  2. On the Wrap up popup, change the contact’s status, add notes, and schedule a follow-up as desired.
  3. Click Save Wrap Up to complete the wrap up.

FAQ

Is there a maximum number of important dates I can enter for a contact?

No.

Where can I view my important dates?

Important dates appear on the Important Dates tab in the Tasks page. You can also view a contact’s important dates from the Important Dates tab in their record.

Can I view my important dates in Top Producer Mobile?

No.

I'm part of a team. Who will see the important dates?

For team accounts, whoever the contact is assigned to will see the important date on the Tasks page.

If the contact isn’t assigned to anyone, everyone will see the contact’s important dates (provided they have access rights to do so). Assistants will see their default agent’s important dates only.

I have a single agent account. If my assistant enters an important date, who will see it?

Both the agent and the assistant.

If a contact is assigned to a different team member, will this team member see all of the important dates for the contact?

Yes.

Can I print a list of my important dates?

No.

Can I set different recurrence patterns (for example, every week)?

No, you can either enter a one-time important date or set it to occur every year.

How do I stop my important dates from appearing in Tasks?

Mark it done and wrap it up.

Why would I want to "wrap up" an important date?

Wrapping up an important date lets you keep track of actions you have taken and schedule a follow-up activity. When you wrap up an important date, a completed activity and the details you enter are saved for your records.

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