Top Producer® X CRM: Setting up Email

Set up email to send directly from the contact record, see email history and track opens.

To Set up Email

Go to Settings > Email Integration, enter your email address and follow the prompts.

To Compose an Email

Click Compose Email in a contact record to send emails. Click the {{ }} button to view merge codes and email templates.

Select a code or template and the email will automatically populate. (i.e. “First name” will insert the contact’s first name.)

To View Email & Tracking Info

Click Emails in a contact record to view emails. Icons indicate if the email was received, opened or unopened.

You’re almost done! Continue on to the final step.

>> Next step: Setting up Texting.


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