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Apto and Outlook—what you need to know

Dec 1, 2016

Outlook image-679161-edited.jpgWe hope you enjoy reading the Apto blog for industry best practices and insights on CRE tech. Every now and then, though, we like to answer some FAQs from our customers and introduce you to some important Apto features.

For example, a good CRM promises to help you build stronger relationships and become more efficient in general. But how does it work?

Start with email integration

Some of the most common questions we get from our customers (and prospective customers) pertain to email integrations. If Apto really centralizes all the information and communication you need to run your brokerage, does it integrate with Gmail? What about Outlook?


The short answers: Yes and yes. And it’s really easy to set up.

We’ve covered the Gmail integration before, so now we’ll focus on Outlook.

The benefits of setting up an Outlook integration

One of the great things about a CRM is that it lets you do all your work in one place—the platform itself. Make calls and send emails from within Apto to keep all communications in one place for easy reference later.

And when it comes to setting up the Outlook integration, it’s simple.

For example, we had a contact recently ask: Does Apto sync events with my Outlook calendar? Again, the answer is yes. Here’s what the screenshot looks like:


Outlook-1.png


To sync with tasks, all you have to do is check “Tasks” under “Sync Settings.”

If you’ve met the system requirements (more on that here), then you just need to download the integration installer and have your system admin add you to the configuration. That’s it.

You can learn more specifics by watching a short training video. If you have questions about the integration, contact our support team at apto.com/support.

 Phonin' it in: How a CRM/phone integration makes our lives easier

Elizabeth Knight

Written by Elizabeth Knight

Elizabeth is a Marketing Manager at Apto. She loves words, cheeseburgers, polo, and the facepunch emoji.

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