Apto CRM: Background & Context
The 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.
How to Navigate the Tabs
- Select the tab to you want to take you to that tabs homepage.
- Select drop down u to change the list view from Recently Viewed, if you wish.
Here’s an example of steps 1 & 2 using Properties:
The company homepage allows you to sort companies based on name.
- Select the Company Name and either click ascending or descending.
Here’s an example:
- 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).