We’ve designed Apto to be intuitive and user-friendly. However, whether you’ve been a customer for three months or three years, there are always opportunities to learn better ways to use Apto so you can better serve your clients. Read on below to see the different webinar trainings we offer.

Don’t see what you’re looking for or have a general question about webinars? Email us at [email protected].

Apto Introductory Webinars

We provide two introductory webinars to help new users become familiar with Apto's interface, and learn how to leverage its powerful features.

Get Started with Apto

Begin your Apto journey with a brief tour of the system, and a walkthrough of some important first steps:

  • Learn how to navigate Apto to explore your data

  • Add a Contact, Company, and Property

  • Log activity and add tasks

  • Add, remove, and create groups

  • Set your timezone and email signature

  • Connect Apto to your Gmail or Outlook email account

Every weekday, from 1:00pm - 1:30pm Eastern

(10:00am - 10:30am Pacific)

Prospecting and Deals in Apto

Learn the essentials for daily Apto success as we introduce List Views, prospecting, and deal management.

  • Filter data and create a List View

  • Use the Prospecting Console to call through a List View

  • Create a deal and move it through Apto's deal pipeline stages

  • Log activity to a deal

  • Add tasks for follow up

Every weekday, from 1:30pm - 2:00pm Eastern

(10:30am - 11:00am Pacific)

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