The primary way to record interactions with your contacts is via the Activity Timeline on the right hand side of any record. The best way to keep track of your communication is by logging the activity on the Contact record.
There are four types of activities you can log:
Log a Call: This is the primary way to log all interactions you have with your contacts - which can include meetings, property tours, phone calls, etc.
New Task: How to create yourself a follow-up task or a to-do reminder
New Event: This tab will allow you to create calendar invites directly from Apto if your email integration has been set up
Email: Allows you to send an email directly through Apto without having to leave the system
To log an interaction you’ve had with a Contact, click on the Recap your call… field, or the Add button.
The page will expand and allow you to fill out a number of different pieces of information:
Assigned To: This records who logged this particular activity
Subject: A brief description of what type of activity this was (you can write in your own subject if the options that come with Apto do not apply; Example: Golf)
Due Date: The date this activity occurred
Related To: This allows you to relate an activity to another record within Apto, such as a Property or a Deal
Name: The name of the Contact you’re logging the activity to; if you’re not logging the activity to a contact, you can leave this field blank
Call Result: If this activity is a phone call, this field allows you to track the result of your outreach
Comments: A free text box that you can record any notes that you’d like to reference in the future
After filling out the necessary information, click Save.
Salesforce saves these activities in chronological order below the Activity Log. From here, you can reference these activities by selecting the “Expand All” button. If you have a lot of activity logged under one record, you can use the Filter button to search by specific activity type or date range.
