Getting Started Library: General User

Training Documents

Getting Started

Cheat Sheet

Steps to Success - Users

Prospecting Best Practices



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.



We offer live training webinars every other ThursdayRegister Here for one of our upcoming sessions. 

Click here for recordings of past webinars.


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!