Getting Started Checklist
Digital or printable checklist for getting started. Download here.
Digital or printable checklist for getting started. Download here.
Since every workflow is unique, use this checklist to focus on the tools that matter most to you.
Explore Examples & Inspiration
Sample Project: "Bethany & Will"
This project is free for everyone and doesn’t count toward your subscription limit.
Click into these and start exploring.
Checklist & Timeline
Design Studio & Layouts
Notes
Just create a new project and select the "Sample Project" template.
Need help? Reach out to our team! *Account owners must ADD other teammates to the sample for them to see it on their dashboard.*
Only have three minutes?
Live Webinar Tutorials
Join us for an upcoming webinar, or watch past education webinars here.
You'll find:
Sales + Lead Management - Complete set up guides
Project Tools + Templates - How-to's, tips and best practices
Onboarding Call
Schedule a Demo Call here
Schedule a Demo Call here
Scheduling a 45-minute call with our team can help you create a personal to-
do list or provide a quick overview of the platform.
Have questions? Ask the chat 💬
Need a quick refresher or help finding a tool? Ask our AP Pro Bot! If it can't solve your issue, our Customer Experience Team will jump in to assist.
Help Center Articles & Video
Visit the Help Center to keyword-search for educational articles & videos here.
Visit the Help Center to keyword-search for educational articles & videos here.
Our Help Center is as comprehensive as our platform. You can easily find videos and articles for every feature by searching for keywords, like "templates."
