Top Producer® X CRM: Notes

We're here to help! Live chat agents available Mon-Fri, 7:30AM to 4PM (PST).

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 when adding notes from the Notes page, no contacts are associated by default. Use the Search to add… field to find contacts to add to the note. Click Save Note when finished.


Viewing Notes

Notes are displayed on the Notes page in chronological order. Click a note to display the full text. To edit an expanded note, make your changes directly in the note then click Save Note. To delete a note, click the Delete Note icon.

Log in to Top Producer® X CRM


Please rate this post

Click a star to rate this post out of five:

Average rating / 5. Vote count:

Sorry that this post was not useful for you!

Let us improve this post!


Still have questions? Please contact us at the information below.