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How to import contacts from Top Producer® 7i
KBA-01374


Description

To import contacts from Top Producer® 7i, you must first set up your Top Producer® 7i account to export contacts.

For instructions on how to set up your Top Producer® 7i account for export, please refer to Knowledge Base Articale KBA-01418.

Solution

Follow the steps below:


Step 1:
Log into your relay® site and click the Contacts link:




Step 2:
Click on the Import Contacts from Top Producer® 7i button:




Step 3:
Search for a contact that has already been entered into Top Producer®:




Step 4:
Click on the contact's name, and then click on the Add Contact button:




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