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Intro to Apto CRM: Companies, Contacts & Properties (Lightning)

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SummaryThe main components of the Apto CRM are Companies, Contacts, and Properties. The homepage of each of these objects will default to show any recently-viewed records, or you can select other existing views. Views will summarize relevant data about each object into columns (such as Company or Contact name, state, phone number, Property submarket, etc), as well as additional column options. From these views, you can click to jump into any full record.
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Jump to:

COMPANIES

CONTACTS

PROPERTIES

 

Introduction to Companies in Apto

 

How to Navigate the Company Object:

  1. Select the Companies tab to take you to the Companies homepage.
  2. Select drop down under Companies to change the list view from Recently Viewed, if you wish.

Here’s an example of Steps 1 & 2:



The company homepage allows you to sort companies based on name.

  1. Select the Company Name and either click ascending or descending.

Here’s an example:

 

  1. Click on any of the listed Companies to be taken to that Company record (or use the search bar at the top of your page).
 

Want to Create a New Company? Click here.

 


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Introduction to Contacts in Apto

 

How to Navigate the Contact Object:

 
  1. Select the Contacts tab to take you to the Contacts homepage.
  2. Select drop-down under Contacts to change the list view from Recently Viewed, if you wish.

Here's an example:


 

The contact homepage allows you to sort contacts based on name.

  1. Select the Contact Name and either click ascending or descending.
  2. Click on any of the listed Contacts to be taken to that Contacts record (or use the search bar at the top of your page).
 

 

 

Want to create a new contact? Click here.



 

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Introduction to Properties in Apto

 

How to Navigate the Property Object

 

  1. Click on the Properties tab to take you to the Properties homepage.


 
  1. Select the drop-down arrow next to the Properties icon to change the view from Recently Viewed, if you wish.
  2. You can change the display order by clicking any of the column headers to re-order.

Here’s an example:

 

4. Click on any of the listed properties to be taken to that Property record (or use the search bar at the top of your page).

Want to create a new Property? Click here.

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