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Start Here: Get Familiar With Apto’s Layout
Customer Enablement
Data Services
Organize Your Data
Prospect Better & Deepen Relationships
- Create a List of Prospects
- Create a Task or Reminder to Follow-Up with Clients/Prospects
- Prospect Faster with Apto's Prospecting Console
- Record Your Conversations with Clients/Prospects
- Send an Email to Your Clients or Prospects Within Apto
- Track Engagements with Clients/Prospects and Create Reminders
System Administrators
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