Top Producer® X CRM: Sending an Email

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You can compose your own email or send an email in seconds by using one of our pre-written email templates. And if you’ve connected your email account in Top Producer® X, you’ll also be able to see who’s opened what!

Sent emails are viewable under the Emails tab of the contact record.

  1. Click Compose Email in a contact record to send an email.

    Note: Set up your email to send from Top Producer® X CRM. Otherwise, this link opens your default email client.

  2. All standard email options are available, allowing you to compose in your favorite font, add files, etc.
  3. Click the {{  }} button to view merge codes and email templates.

    Make a selection and the email will automatically populate. (i.e. “First name” will insert the contact’s first name.)

  4. Click Send Email.

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