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