Top Producer® X CRM: Setting up Texting

Set up texting to send texts from the contact record and see past conversations.

To Set up Texting

Go to Settings > Texting and enter your mobile number. Reply CONFIRM to the confirmation text to finish setup.

Texts will be sent from your Top Producer® number. Calls and texts to that number are routed to your regular mobile number, and the texts are tracked.

To Send Texts

Click Send Text in a contact record to compose and send a text message.

To View Texts

Click Texts in a contact record to view tracked texts.

Congratulations, you’ve completed setting up Top Producer® X CRM!

>> See next steps.


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