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.
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.