. By default the To
Do list is expanded upon login until setup has been completed.The sidebar, located on the left of the Top Marketer home page, consists of three expandable options:
To Do List: Provides links to the setup information that is new or incomplete.
Quick access links: To specific areas of the application.
Quick application links: To other Top Producer products.
Tip: You can expand
one sidebar option at a time by clicking . By default the To
Do list is expanded upon login until setup has been completed.
To Do List
Upon login, Top Marketer checks which licenses you have already subscribed to, and displays the links to any outstanding setup items, that is, the items you still need to address to complete your initial setup.
Note: As you complete a step in the setup process, the item is removed from the To Do List, and checked off in the Setup Progress menu in the Wizard.
For information about the setup items, see "About the Setup Wizard".
Quick Access Links
The following Top Producer features can be accessed from the sidebar. For information about the items, follow the links:
Quick Application Links
Click the sidebar links to access the login page for the following Top Producer applications:
Top Producer 8i
Top Producer Web sites
Agent Web site.
