Are you a new user or just thinking about getting Top Producer? In either case, I’ve created the ‘Getting Started With Top Producer’ series just for you.
If your contacts exist in a spreadsheet, Google, Outlook, Goldmine or some other CRM, then you can export them to a CSV file, then import them into Top Producer.
But before you import your contacts, you’ll want to clean up the data and map fields. Afterwards, you may want to perform mass actions.
Don’t worry, it’s not as hard as it sounds. I’ll show you everything you’ll need to do.
Click the following video to learn how to import multiple contacts:
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