Contacts: Create a New Contact
Add a contact in APT by clicking on the + New button from the Contacts/Leads page. You must add either a First Name or Last Name to save the new contact. 📺 Click here to watch the video tutorial 📺 1.) From the left side menu, click on Contacts/Leads , and then click on Contacts/Leads again …
Filters: View Only Leads
Your contact list in APT consists of 2 types: Contacts and Leads. If you want to see just your leads, you can use the " Lead " filter under the Find feature. 📺 Click here to watch the video tutorial 📺 1.) From the left side menu, click on Contacts/Leads , and then click on Contacts/Leads again …
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 …
Contacts: Edit an Existing Contact/Lead
Use the pencil icon to update the information on a contact or lead. 📺 Click here to watch 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 for the …
Filters: Clear Filters on the Contacts/Leads Page
Remove filters from a previous session by clicking on the Find button and then the Reset button. 📺 Click here to watch the video tutorial 📺 1.) Make sure you're on the Contacts/Leads page, and then click on the Find button 2.) Click on the Reset button (to remove all filters) …
Contacts: Import Contacts from a CSV file
Use the Import/Export feature under the Contacts/Leads page to import a file of multiple contacts. This is the best way to mass-add contacts to your APT as opposed to adding each one individually. PLEASE NOTE : It's super important you format your file in a very specific way. Template: APT Contact List …
Contacts: Delete a Contact
Use the trash can icon to delete a contact. 📺 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 for the contact using the first name, las…
Contacts: Restore a Deleted Contact
First, find the deleted contact using the Deleted filter, and then click the undelete icon (looks like a circular arrow) to reinstate a deleted contact. 📺 Click here to watch the video tutorial 📺 1.) From the left side menu, click on Contacts/Leads , and then click on Contacts/Leads again …
