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Understanding Apto Data Structure

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Summary
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Learn the Basics

Apto consists of a collection of objects that house specific types of CRE data that interact together.

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Object Name

Object Description

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Companies

A company that is involved with your business, such as a client, brokerage firm, or vendor.

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Contacts

A Contact is an individual, such as a client, broker or vendor.

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Properties

A Property is a physical piece of real estate, such as an office, retail, industrial, mixed-use, self-storage or multifamily building, or a parcel of land.

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Spaces

A Space is a section of a property, such as an office suite or retail space.

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Proposals

A Proposal is the first stage of the Deal Pipeline. It represents an opportunity to propose or pitch for business.

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Listings

A Listing is the second stage of the Deal Pipeline. It represents an active assignment to represent a buyer, seller, tenant or landlord helping them accomplish their real estate needs of acquiring, disposing, occupying or leasing real estate.

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Projects

A Project is the third stage of the Deal Pipeline in the Buyer or Seller transaction. It is used to track all of the time-sensitive items that go along with a purchase contract.

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Comps

A Comp is a completed transaction, it can be used to track both market data (external transactions) and transactions completed in-house.

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Commissions

A company that is involved with your business, such as a client, brokerage firm, or vendor.

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Buyer’s Needs

Buyer’s Needs are acquisition and 1031 exchange requirements for Contacts who are interested in purchasing Property.

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Tenant’s Needs

Tenant’s Needs are space requirements for Tenant’s interested in leasing Space.

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Chatter

Chatter is the enterprise social network that allows teams and organizations to collaborate in real time.

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Activity

An Activity is a task or scheduled event that can be related to objects, such as Companies, Contacts, Properties and Listings.

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Dashboards

A Dashboard shows a real-time snapshot of company data from custom reports as graphical components. Access is read-only.

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Reports

A Report is a set of data that meets certain criteria, displayed in an organized way.

 
Next: How to Navigate Apto Object Home Pages

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