Apto: CRM vs. Prospect + Nurture

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

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

Lightning for Gmail Integration

Enabling the OfficeSpace Integration

Enabling Apto Integrations