Apto Help Center

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

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33 articles in this collection
Written by Tyler Geddes
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 Tyler Geddes
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 Tyler Geddes
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 Tyler Geddes
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 Tyler Geddes
Updated over a week ago

Renaming Tabs and Labels

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

Activating Contact Groups

Activate contact groups that Apto users have created to enable their use.
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Written by Tyler Geddes
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 Tyler Geddes
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 Tyler Geddes
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 Tyler Geddes
Updated over a week ago