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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
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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