Top Producer® X CRM: Viewing Contact History & Upcoming Tasks

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The bottom row of tabs in a contact record contains several options for viewing your communication history with a contact and checking on upcoming tasks.


Notes

View contact notes. Click a note to expand it, displaying 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.


Tasks

View incomplete tasks here. Click a task to expand it and see full details. Click Mark Done to complete the task and open the Wrap up pop-up, letting you add a note and schedule a new task.


Emails

View sent/received emails here (if you set up email integration). Icons indicate if the email was received by you Received Icon, sent by you and opened Opened Icon, or sent and unopened Opened Icon. Click an email to expand it, displaying full email content with options to reply or forward.


Texts

Tracked text messages will appear here in an easy-to-read conversational format. Remember that only texts sent from within Top Producer® X CRM, or received to your Top Producer® number, are tracked here.


Important Dates

View upcoming important dates (i.e. birthdays or anniversaries) here. Click Add Date to add a new date, and select Repeat annually? for yearly occurrences. Dates within the next 8 days can be completed by clicking Mark Done, which opens the Wrap-up pop-up. Click the Delete Note icon to delete a date.

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