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Apto Help Center

Learn how to accelerate your business with Apto's powerful features.

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37 articles in this collection
Written by Apto Customer Education

Submit a Support Request!

Need further assistance with your questions? We're here to help!
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Written by Apto Customer Education
Updated over a week ago
Intro to Apto

Apto Overview - Companies, Contacts and Properties

Explore how Apto organizes your data, and learn how to navigate the app.
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Written by Apto Customer Education
Updated over a week ago

CRM Concepts - What is a Relational Database?

Learn how Apto uses a relational database to organize your data and reduce duplicate input.
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Written by Apto Customer Education
Updated over a week ago

Adding a Contact, Company & Property

Add a contact, property, or company record to Apto, and link it to your existing data.
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Written by Apto Customer Education
Updated over a week ago

What Data Can Apto Import To My Account?

Learn what sources of data - including backups from other CRM's and spreadsheet data from subscription services - the Apto team can import.
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Written by Apto Customer Education
Updated over a week ago
Initial Apto Setup

New Apto Account - Password Setup

Set your password and log in to Apto for the first time.
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Written by Apto Customer Education
Updated over a week ago

Customizing the Apto Home Screen

Adjust the layout and content found on your home screen when you first log in to Apto.
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Written by Apto Customer Education
Updated over a week ago

Setting up the Outlook Email Integration

Connect Apto to your Outlook email account, allowing you to view and relate your records within Outlook itself.
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Written by Apto Customer Education
Updated over a week ago

Setting up the Gmail Integration

Connect Apto to your Google email account, allowing you to view and relate your records within Gmail itself.
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Written by Apto Customer Education
Updated over a week ago

Google & Outlook Calendar Sync using Einstein Activity Capture

Sync your calendar - Google or Outlook - with Apto using the Einstein Activity Capture tool.
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Written by Apto Customer Education
Updated over a week ago

Set Up Your Email Signature

Create an email signature for all outbound email communication sent through Apto.
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Written by Apto Customer Education
Updated over a week ago

Adjusting the Time Zone

Change the time zone associated with your Apto account.
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Written by Apto Customer Education
Updated over a week ago
Working in Apto

Creating Lists and Filtering Data

Filter your data and create automatically updating list views for easy access to call lists you frequently use.
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Written by Apto Customer Education
Updated over a week ago

Understanding the Prospecting Console Layout

Efficiently prospect using Apto's powerful Prospecting Console tool.
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Written by Apto Customer Education
Updated over a week ago

Creating and Managing Tasks

Create tasks and manage them through the Tasks Tab.
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Written by Apto Customer Education
Updated over a week ago

Logging Activity

Keep track of your activities in Apto, making reporting a breeze.
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Written by Apto Customer Education
Updated over a week ago

Working with Groups in Apto

Use groups to organize your Contacts, Companies, and Properties into custom categories.
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Written by Apto Customer Education
Updated over a week ago

Chatter - Team Collaboration in Apto

Use Chatter to effectively communicate with your team without ever leaving Apto.
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Written by Apto Customer Education
Updated over a week ago
Deal Management

Apto Deals Pipeline Overview

Discover how to create a new deal and track it through Apto's deal stages from Pursuit to Closed.
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Written by Apto Customer Education
Updated over a week ago

Logging Activities to Deals

Learn how to log your marketing efforts and quickly report on these activities to your clients.
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Written by Apto Customer Education
Updated over a week ago

Deal Parties and Offers

Connect relevant contacts to your Deals and track offers on your listings with these advanced Apto Deals features.
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Written by Apto Customer Education
Updated over a week ago
Reports

Exporting Data from Apto Using Reports

Leverage Apto's Reports feature to export data to a CSV or XLS file.
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Written by Apto Customer Education
Updated over a week ago

How to Find and Modify Reports

Locate Apto's built-in reports, and customize them for your individual needs.
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Written by Apto Customer Education
Updated over a week ago

Marketing Activity Reports

Quickly generate reports to highlight your marketing activity for clients.
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Written by Apto Customer Education
Updated over a week ago

Tracking Activity for Specific Brokers

Monitor activity and track performance for individual team members.
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Written by Apto Customer Education
Updated over a week ago

Apto Dashboards

Find, modify, and create new dashboards to stay up to date on your data and activity.
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Written by Apto Customer Education
Updated over a week ago
System Administration

Add a New User and Assign an Apto License

Create a new user account, and assign an available Apto license to that user.
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Written by Apto Customer Education
Updated over a week ago

Ending Access for Users

Shut off a user's access to your Apto data when they leave your team, without deleting their user account and its activity.
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Written by Apto Customer Education
Updated over a week ago

Password Reset for an Apto User

Send a password reset email to an Apto user who cannot remember their password or access their account.
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Written by Apto Customer Education
Updated over a week ago

Permissions and User Profiles

View and change permissions for users based on the Profile assigned to their account.
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Written by Apto Customer Education
Updated over a week ago

Enabling Multi-Factor Authentication (MFA)

Enhance security for your team with MFA during the login process.
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Written by Apto Customer Education
Updated over a week ago

Contact Groups

For Apto versions 6.x and earlier: Work with and activate contact groups that Apto users have created to enable their use.
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Written by Apto Customer Education
Updated over a week ago

Renaming Tabs and Labels

Customize Apto to reflect your business processes and workflow
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Written by Apto Customer Education
Updated over a week ago

Modifying Picklists

Customize the options found in multiple choice picklists throughout Apto.
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Written by Apto Customer Education
Updated over a week ago

Adjusting Field Location on Page Layout

Customize pages in Apto to fit your data entry needs.
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Written by Apto Customer Education
Updated over a week ago

Creating and Deploying a Custom Field

Create and deploy a custom field to tailor Apto to your specific needs.
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Written by Apto Customer Education
Updated over a week ago

Integrating SharpLaunch with Apto

Connect Apto to your SharpLaunch account, automatically transferring leads from your SharpLaunch listing sites to Apto.
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Written by Apto Customer Education
Updated over a week ago