This video will guide you through an overview of the Apto Deals Pipeline. You'll learn how to create a new deal, whether it's a lease or sale, and how to track it from Pursuit to Closed through the four deal stages in Apto.
Next, learn how to use Apto to track your marketing activities - and easily report them to clients - by logging activities to deals.
Parker Davies, Account Manager, July 2021
Tyler Geddes, Customer Education Manager, November 2021