Prospect & Nurture: New Features

Hi There,

I'm excited to announce the first round of updates to Apto Prospect & Nurture! Since launching in August, we've been hard at work incorporating your feedback on the tool and adding functionality to make it even better.

As a refresher, Apto Prospect & Nurture allows you to easily take action on the information already in your CRM, giving you ready-made call lists and allowing you to create your own so you can quickly connect with your network in a consistent, strategic way. And it's included with your Apto license.* 

With the latest updates, you're now able to:

  • Create call lists directly from contacts and properties in addition to groups and views
  • Edit contact information from the call screen
  • Conduct a global search to get the record you need quickly
  • Review open tasks when logging calls to make sure you're closing the loop

And more. I hope you'll get started today. Again, it's free—all you need to do is log in here.

Sincerely,

Josh Haas
Apto Product Team

*I'll note that you do need to be on version 3.411 or higher of our software. If you have questions about that, you can contact our support team.

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