Custom built action plans in Top Producer can be one of the best ways to customize your business. But have you ever run into activities that need to be date specific vs. starting from a certain date. The custom closing plans in Top Producer 8i can help. You can have activites happen prior to a specific date or after a specific date - all you need is a little creativity. An example that I often use is for when I am teaching a class and want to do specific things prior to that class.
Here is a quick video on using Top Producer to manage events:
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