Top Producer® X CRM: Settings

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Set up your account and make import contacts in Settings (Login > Settings). There are seven main sections to explore:


My Information

Edit your name, address, contact information and more. Most of this information may already be filled out for you, but you’ll want to check it for accuracy. Click Save My Info to save any changes.


Email Integration

Set up integration with any IMAP enabled email account (i.e. Gmail, Outlook, Yahoo!). This integration lets you send emails from Top Producer® X CRM through your email account, and lets you view a history of your email conversations from inside the contact record.

Setup is easy. Enter your email address in the Email field and click Authorize Email, then follow the prompts to complete the process. Emails will automatically begin syncing and will display in the Emails tab of the contact record.


Email Signatures

Add and edit email signatures here. Set up a personalized email signature for each email account you’ve integrated.


Texting

Add your mobile phone number to send messages and view your texting history from within the contact record. Please note that due to legal restrictions this feature is only available to U.S. residents.

To set up texting, enter your mobile number in the Mobile Phone field and click Save Texting Setup. When you receive the confirmation text, reply CONFIRM to finish the setup process. After setup is complete, this page will display your unique Top Producer® phone number.

Text messages sent from within Top Producer® will appear to come from your Top Producer® number, and messages texted to that number are tracked. Messages or calls to your Top Producer® number are routed to your regular mobile number. Tracked messages appear under Texts in the contact record.


Google Calendar Sync

Add your Google account here to sync appointments between Google Calendar and Top Producer®.

To set up Google Calendar Sync, click Authorize Google Sync and follow the prompts to complete the setup. Once setup is complete, appointments added or deleted in one system will be synced over to the other.


Import Contacts

Import up to 25,000 contacts at a time in Import Contacts. Simply click Choose File to Import and select your CSV file.

On the next step, select the contact status, add contact types, and map your fields. Field mapping is very important, as that determines where the data in each column of your file will go in our system.

If your file has headers, our system will have already attempted to map the data for you. However, you’ll still want to go through each mapping and make sure it’s correct (i.e. “First” column mapping to “First name” field).

Once your data is mapped correctly, click Import Contacts to complete the import. Your in-progress import will display under Recent Imports. Larger imports take time to process, so you can safely leave this page once the import has started. We’ll send you an email when your import is complete.


Lead Providers

Funnel leads from your lead providers directly into Top Producer® X CRM! In most cases it’s as easy as updating your lead vendor settings to send leads to the @myleads.io email address available here.

For more information, see Directing Leads from Other Sources into Top Producer®.

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