Send an Email to Your Clients or Prospects Within Apto

Here's an image displaying the 6 steps as outlined below:


  1. Navigate to a Contact Record.  (Remember: you can send an email from any object, but for purposes of this article we will send it from the Contact object).
  2. On the right-hand side of this contact’s record, under Activity, make sure the Email tab is selected.
  3. Fill out the email subject.
  4. Write your email.
  5. Choose a Related to object and record. This can be any object (property, company, etc).
  6. Click Send.


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