Getting Started with Apto

Wednesday, October 26
12:00pm PST/ 3:00pm EST

Getting started with Apto (New Users): APTO CRM
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In this webinar we will discuss companies, contacts, and properties and how to leverage each to build your pipeline through prospecting.

*Please be sure to bring a sample company, contact and property to this webinar so that you can follow along with us

Wednesday, November 2
12:00pm PST/ 3:00pm EST

Getting started with Apto (New Users): SYSTEM ADMINS*
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In this webinar, we will discuss how admins can quickly set up Apto and allow their users quick access.

Topics to be discussed include:

  • Configuring Apto
  • Editing Permissions
  • Creating Fields (edited)
  • Guiding your users

*All new Apto users are welcome to attend, however, if you are not a system admin you may not have access to perform all the actions covered on the webinar.

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