Contacts and Locations

Manage and interact with contact and location profiles

5 articles in this collection
Written by Clare and Dennis Wong

Contacts

Add a New Contact

Keep track of all your contacts including prospects, owners, vendors, team members, residents or tenants.

Written by Clare
Updated over a week ago

How to Create and Use Contact Alerts

Create an alert for a specific contact your entire team can view with Contact Alerts in Aptly.

Written by Clare
Updated over a week ago

Creating Contacts Segments

Make custom groups of Contacts.

Written by Dennis Wong
Updated over a week ago

View a Contact's Conversation History

Review all past email interactions with a contact

Written by Clare
Updated over a week ago

Locations

Create a New Location

You’ve got a new location to manage! Let’s add it to your account.

Written by Clare
Updated over a week ago