Initial Apto Setup
25 articles
- Overview of Your CRM Home Page
- Salesforce Mobile App
- Adding a New User and Assigning an Apto License
- Adjusting Time Zone Settings
- Enabling Multi-Factor Authentication (MFA)
- Permissions and User Profiles
- Resetting a User's Password
- What Data Can Apto Import To My Account?
- Set Up Your Email Signature
- Personal Profile Settings
- Enabling Task Notifications
- Creating a Dynamic Email Signature
- Integrating Gmail/Outlook with Your CRM via Einstein Activity Capture
- Creating an Email Signature
- How to Update Your Profile Picture
- Granting Login Access to Your CRM
- Supported Browsers & Devices
- How to Reset Your Password
- Requesting Help from Salesforce Support
- System Admin Responsibilities
- Data Permissions Basics
- Multi-Factor Authentication (MFA)
- How to Display Your Company Logo
- Set Up In-App Guidance for User Onboarding & Announcements
- Storage Management 101