How to Build Your Own Custom Action Plans in Top Producer 8i
One of the nicest features with Top Producer is the ability to customize everything and anything you want. You can have a hybrid follow up plan that is a combination of emails (automated of course), mailings, and calls. Once you map out what your objective is and how you want to do it - then you build it. Below is a quick tutorial to help you navigate through Top Producer and build your very own Custom plans.