Getting Started Library: System Adminstrators

Training Documents

Getting Started

Cheat Sheet

Steps to Success - Admins

Steps to Success - Users

Customizing Fields and Managing Data

Adding Users

Prospecting Best Practices



Getting Started for System Administrators

Getting Started for New Users

Ready, Set, Apto

Working in the Deal Pipeline - Buyer/Seller Side

Working in the Deal Pipeline - Leasing Side

Creating Views, Reports, and Using Dashboards

Apto on the Go: Using Apto on a Mobile Device


Knowledge Base:

For questions on how something works in Apto (e.g., “Stacking Plan,” “Properties,” “Listings,” “Contact Groups”) please check our searchable Knowledge Base.



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Technical Support:

If you can't find what you're looking for in the Knowledge Base or have additional technical questions, you can contact support at or by calling (832) 589-1949. We have an awesome Support Team that will be happy to assist you!