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CRM: Companies, Contacts & Properties

• Creating Contact Groups
• Apto Fundamentals
• Basics of List Views & Reports

Deal Management

• Deal Pipeline Overview
• Stacking Plans & Landlord Rep Deal Overview

Onboarding

• Enablement Services
• Apto Data Services
• Apto Standard Configuration
• DATA 101: Understanding Your Data in Apto
• DATA 101: The Basics of Navigating Apto
• SYSTEM ADMINISTRATORs: Getting Started for Admins
See all 9 articles

Broker Tools

• Apto Inbox Install Guide
• Apto Mailchimp Integration
• Apto Property Sites