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Filters: View All Contacts/Leads
Go to the Contacts/Leads page to view your contact list! 📺 Click here for the video tutorial  📺 1.) From the left side menu, click on Contacts/Leads , and then click on Contacts/Leads  again Now you're viewing all of your contacts and leads! *** If contacts are missing, you may still have som…
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Contacts: Delete Multiple Contacts
Use the checkboxes to select multiple contacts and hit the trash can icon at the top middle of the page. You can move to the next page by clicking the arrow toward the top of the page. 📺 Click here to watch the video tutorial  📺 1.) From the left side menu, click on Contacts/Leads , and then clic…
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Filters: Find Open House Registrants
After a visitor submits the Open House Registration , APT creates a contact with all the information from those questions. Use the " Request Type " field to view a list of people who submitted an open house registration form. To find this information: 1.) Click on the Contacts/Leads  menu …
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Filters: Find a Specific Contact/Lead
Use the Find feature to search for a specific contact by name, email, or other criteria! 📺 Click here for the video tutorial  📺 1.) From the left side menu, click on Contacts/Leads , and then click on Contacts/Leads  again 2.) Click on the Find  button (top middle) 3.) Search …
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Rechat: How to Import Contacts
Rechat makes it easy to bring in contacts from another CRM or marketing tool using a CSV file — no major reformatting required. Steps: * Hover over People Center and go to Contacts . * If your account has no contacts yet, click Import from CSV Spreadsheet . If you already have contacts, click New Contact …
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Contacts vs. Leads in APT
Here are the main differences between contacts & leads. 📺 Click here to watch the video tutorial  📺 Where did they come from? * Contacts are people from your sphere of influence. * Leads are people The Agency has connected you with through various third-party vendors. How do you tell them apart in …
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Contacts: Export a Group of Contacts
Use the Contact Import/Export  feature under the Contacts/Leads  page to download your group of contacts from APT. If you select multiple groups, all the contacts will be on the same file. 📺 Click here to watch the video tutorial  📺 1.) From the left side menu, click on Contacts/Leads , and then click…
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Contacts: Export Full Contact List
Use the Contact Import/Export  feature under the Contacts/Leads page to download your full contact list from APT. 📺 Click here to watch the video tutorial  📺 1.) From the left side menu, click on Contacts/Leads , and then click on Contact Import/Export 2.) Click on the Export cont…
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Filters: View Only Contacts
Your contact list in APT consists of 2 types: Contacts and Leads.   If you want to see just your contacts, you can use the " Lead " filter under the Find  feature. 📺 Click here for the video tutorial  📺 1.) From the left side menu, click on Contacts/Leads , and then click on Contacts/Leads  again …
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Tasks: Create a One-Time Task for a Contact/Lead
Use the task feature in APT to set a reminder for yourself. Go to the Contact Details page and click on the + New button under the Task section to get started! 📺 Click here to watch the video tutorial  📺 1.) From the left side menu, click on Contacts/Leads , and then click on Contacts/Leads  a…
