Log Outreach Activity and Set Reminders

In this video, we'll show you how to log a conversation you’ve had with a prospect, send them an email and create a task reminder for yourself to follow-up with them. Once you've logged all of your activity with your potential clients, you'll have a historical record of every important conversation you've had with each person. 

By the end of this tutorial, you'll be able to:

  • Log a call within your activities
  • Relate your activity to a contact, company, property or deal
  • Send an email to your prospect within Apto
  • Create a task reminder to follow-up

Video Length: 8:09

 

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