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Showing articles from apt tag

Logging into APT (Agency Productivity Tool)

To access the Agency Productivity Tool , go directly to apt.theagencyre.com . Be sure to bookmark the page for easy access! Please note: You must be logged into your company Gmail account to use APT and all of our tools. For support with APT, please reach out to [email protected]

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 …

Drip Campaigns: FAQ

---------------------------------------------------------------------------- Q: What is a Drip Campaign? A letter-style email or a series of emails that can be sent to a contact or yourself. Q: What are the components of a Drip Campaign? There are three components of a drip campaign: * Letter: A letter is …

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