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Start Here: Get Familiar With Apto’s Layout

• Setting Up Password & Resetting Password
• Navigating the Home Tab, Accessing Other Tools, and Using the Search Bar
• Using The Home Tab to Focus On Your Priorities
• Navigating Through Tabs and Understanding Their Layouts
• Customize Your Navigation Bar
• Getting Started for Brokers
See all 8 articles

Customer Enablement

• Enablement Services
• Apto Standard Configuration
• Videos: Enabling Lightning - Part 1
• Videos: Enable Lightning - Part 2

Data Services

• Apto Data Migration Services
• DATA 101: Understanding Your Data in Apto
• DATA 101: The Basics of Navigating Apto
• Data Fundamentals (class recording)
• Apto Data Templates
• Getting Started With Data

Organize Your Data

• Understanding Companies, Contacts, and Properties Data
• Group Contacts for Marketing or Prospecting
• Apto's Enriched Property Data FAQs

Prospect Better & Deepen Relationships

• Create a List of Prospects
• Create a Task or Reminder to Follow-Up with Clients/Prospects
• Integrate Apto with Outlook
• Prospect Faster with Apto's Prospecting Console
• Record Your Conversations with Clients/Prospects
• Send an Email to Your Clients or Prospects Within Apto
See all 7 articles

System Administrators

• Getting Started for Admins
• Organization-Wide Sharing Defaults (OWD)
• Creating a User
• Use the Apto Billing Page
• Storage Limits
• Back Up Data with a Weekly Export
See all 21 articles

Manage Your Deals

• Add a Pursuit to Your Deal Pipeline to Track Activity
• Change a Pursuit to a Listing or Agreement in the Deal Pipeline
• Move a Listing or Agreement to the In Contract Stage
• Create a Closed Deal
• Keep a Structured Task List of Day-to-Day Activities
• Create a List of Recurring Tasks that Need to Be Accomplished
See all 14 articles

Track Your Efforts and Activity

• Finding Reports 
• Dashboards
• Reports
• Pre-Made Reports in Apto
• How to Edit an Existing Report
• How to Create a New Report
See all 7 articles

Team Collaboration

• Improve Your Team Collaboration w/Chatter

Apto Commissions

• Agent and Manager Commission Plans
• Payment Vouchers
• Enabling Deal Sharing on Commissions
• Selecting an Invoice Template
• Off-Boarding Brokers
• Editing an Invoice
See all 12 articles

Apto Integrations

• Apto + ProspectNow Integration Guide
• Enabling Apto Integrations
• Enabling LDCRE Integration
• Enabling the Integration with officespace.com
• LDCRE Integration - Apto Field Mapping
• Lightning for Gmail
See all 11 articles