
Adding a New User (Lightning)
Intro to the Apto Homepage (Lightning)
Intro to Spaces (Lightning)
Intro to Apto CRM: Companies, Contacts & Properties (Lightning)
Pipeline Overview (Lightning)
Investment Sales Pipeline (Lightning)
Tenant Rep Pipeline (Lightning)
How to Edit a Picklist (Lightning)
Create a New Field (Lightning)
Customizing Page Layouts (Lightning)
Organization-Wide Sharing Defaults (Lightning)
Add Users to the Apto Package (Lightning)
Apto as a CRM (Lightning)
Landlord Rep Pipeline (Lightning)
Importing Outlook Contacts to Apto
Create a New Contact Record (Lightning)
Apto as a CRM (Lightning)
Adding Additional Users
Navigating Tabs & Pages
Preparing your contacts for import
Import Accounts using Apex Data Loader
Using Apex Data Loader
Importing Companies and Contacts Into Apto
Configure the User Interface
Set Up the Company Profile
Understanding Apto Data Structure
Configure Search Settings
Set up Activities and Calendars
Outlook Integration Overview
Search for records using views
Working with Activities
Using Global Search
User Interface
Import Data from ACT to Apto
Import Data from REA to Apto
Import Data from RealHound to Apto
Import Data from InTouch to Apto
Understanding Apto Field Types
DateLiterals
Importing data from Salesforce to Apto
Setup
Configure Sidebar
Configure Calendar
Prospect & Nurture: Apto Maps - Getting Started
Prospect & Nurture: Creating Call Lists in Apto Maps
Prospect & Nurture: Searching for Properties in Apto Maps
Prospect & Nurture: How to Create a Call List
Prospect & Nurture: How to View, Edit & Create Records
Prospect & Nurture: How to Edit a Call List
Prospect & Nurture: Call Lists
Prospect & Nurture: What is a Call List?
Edit an Existing Report (Lightning)
Pre-made Reports in Apto (Lightning)
Working With Activities From Record Pages
Working With Activities From The Home Page
Log a Call
Creating Activities
Send Email
Making Sense of the Ownership Object (Lightning)
Create a New Contact Record (Lightning)
Create New Company Record (Lightning)
Intro to Apto CRM: Companies, Contacts & Properties (Lightning)
Contact Record Types (Lightning)
Related Lists in Contacts (Lightning)
Related Lists in Companies (Lightning)
Approving Contact Groups (System Admin)
Link an Owner to a Property (Lightning)
Navigating Tabs & Pages
Using contact group reports
Import Accounts using Apex Data Loader
Contact Relationship
Learn about Contacts
Learn about Companies
Using the Console List View
Console Layouts
Intro Into The Console
Keeping Groups Private
Deleting Groups
Creating Groups
Assigning Contact Groups to a List of Contacts
Contact Groups
Navigating within the Console Tab
Making Sense of the Ownership Object (Lightning)
Create New Property Record (Lightning)
Intro to Apto CRM: Companies, Contacts & Properties (Lightning)
Related Lists in Properties (Lightning)
Link an Owner to a Property (Lightning)
Stacking Plan
Changing Stacking Settings
Listing Search Setup
Working with spaces
Learn about Properties
How to Create Buyer's Needs (Lightning)
View a Dashboard (Lightning)
Edit an Existing Report (Lightning)
Pre-made Reports in Apto (Lightning)
Creating Investment Sales Comps
Creating Tenant Representation Comps
Providing access to Fixed Commission Amount
Creating a new custom Record Type
Edit Commissions
Booking a Sale
Process Builder to fill Comp/Closed Deal Fields
Listing Record Type Overview
Commission Status Settings
Listing Search
Setting Listing Search Filter Fields
Managing Tenant Rep Assignments
Managing Landlord Representation Projects
Pitching Investment Sales
Investment Sales Pipeline
Listing Properties for Sale
Listing Properties for Sale - Related Records
Managing Investment Sales Projects
Managing Projects - Related Records
Reports and Dashboards
Commissions at Project Stage
Report on the Deal Pipeline
Managing Tenant Representation Projects - Related Records
Working with Projects - Tenant Representation
Tenant Representation Assignments - Related Records
Tenant Rep Proposals
Transaction Pipeline
Landlord Representation pipeline
Pitching Landlord Representation
Listing Properties for Lease
Reports related to the Deal Pipeline
Creating Landlord Representation Comps
Managing Landlord Representation Projects - Related Records
Listing Properties for Lease - Related Records
Setting Listing Search Results Fields
Commissions at Listing Stage
Commissions at Proposal Stage
Providing access to Fixed Commission Amount
Edit Commissions
Booking a Lease
Booking a Sale
Recording advance payments
Apply Payment Credit
Pay Net Commission
Log a Payment
Edit an Invoice
Selecting an Invoice Template
Creating an Invoice Template
Creating a Logo Document for Invoice Templates
Commission Calculation
Commission Payment
Updating a Commission Plan
Creating a Standard Commission Plan
Creating an Agent and Manager Commission Plan
Over the Term Invoices
Preview and Email Invoice
Invoice Types
Invoices
Apto Commissions: Offboarding Brokers
Apto Commissions: Payment Allocations
Apto Commissions: Editing an Invoice
Apto Commissions: Invoice Distributions
Apto Commissions: Writing off an Invoice Balance
Apto Commissions: Selecting an Invoice Template
Apto Commissions: Adjustments
Apto Commissions: Creating an Invoice Template
Apto Commissions: Calculating Commissions
Apto Commissions: Creating an Agent and Manager Commission Plan
Apto Commissions: Previewing and Sending Invoices
Apto Commissions: Creating a Standard Commission Plan
Apto Commissions: Managing A/R & A/P
Apto Commissions: Payment Vouchers
Apto Commissions: Updating a Commission Plan
Apto Commissions: Editing an Invoice
Apto Commissions: Offboarding Brokers
Adding a New User (Lightning)
Default User Profiles
Changing Tab Names in Apto (Lightning)
Customizing Your Navigation Bar (Lightning)
Create a New Report (Lightning)
Intro to the Apto Homepage (Lightning)
How to Edit a Picklist (Lightning)
Organization-Wide Sharing Defaults (Lightning)
Add Users to the Apto Package (Lightning)
Sharing Rules (Lightning)
How to Grant Login Access (Lightning)
Deactivating a User (Lightning)
Create a New Report Type (Lightning)
Creating a new custom Record Type
Using Process Builder to move fields from Listings to Project
Using Process Builder to create email alerts
Listing Record Type Overview
How to remove global help redirect?
Duplicate management in Apto
Pipeline Conversion Settings
Working with Page Layouts
Mass Transfer Records Between Users
Email Reports
Create New Reports with the Report Builder
Run and Modify Reports
Create and Modify Picklists
Create New Custom fields
Print and Export Reports
Filtering Reports
Finding Apto's version
Updating Payment Information
Changing Payment Information from an Invoice
Creating New Payment Information
Selecting an Invoice Template
Creating an Invoice Template
Creating a Logo Document for Invoice Templates
Create Formula Fields
Testing Email Deliverability
Join Multiple Reports
Categorizing Report Data with Bucketing
Building Reports with Cross Filters
Creating Custom Report Types
Building Dashboards
Filter Operators
Summarize Report Data with Formulas
Salesforce1 (Apto Mobile) settings
Set up Chatter Desktop
Set up Chatter
Deactivating/Deleting Users
Managing Licenses for Installed Packages
Editing Users
Adding a Single User
Adding Multiple Users
Manage user profiles
Define Field History Tracking
Define a Dependent Picklist
Working with Record Types
Validation Rules
Update Existing Records with the Data Loader
Mass Delete Records
Back Up Data with a Weekly Export
Email Deliverability
Organization wide Address
Compliance BCC Email
Email Footers
Email Templates
Creating Text Email Templates
Creating HTML Email Templates
Creating Visualforce Email Templates
Attaching Files to Email Templates
Manage Field-Level Security
Manage Record Access with the Role Hierarchy
Determine Object Access
Restrict Logins
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