Custom Contact and Account Fields Allow You to Capture More Useful Standardized Data on Your Prospects and Leverage it in Messaging and Reporting

Custom fields can be created for Contacts, Accounts, and/or Users of your Apollo App. They're comprised of specific data types: single- or multi-line text, numbers, dates, date/times, checkboxes, picklists, or mutli-select picklists (with predefined selections) for searchability and standardization of your data. You can also map custom field data to sync to and from Salesforce.

Additionally, you can bulk-set Custom Fields within Apollo. For example: you can mark a large number of Accounts as being a specific vertical at once, which you can then search and filter for.

Creating a Custom Field for a Contact

1. Navigate to Settings > Contacts in the left main menu

2. Head to the Fields tab at the top

3. Click +Add Field and name your field

4. Select your data type. If it’s text, select a single line or multi-line sized field. For picklists, specify the choices to select from and single- or multi-select

• If you have Salesforce integrated with Apollo, select which Salesforce field to map your new Apollo Custom Field to​
• If you haven't yet created a parallel field in Salesforce to map your data to, follow their guide for creating custom fields on their end and then be sure to come back to Apollo and map it

5. Click the button to +Add your Custom Field
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Note: If you include non-alphanumeric characters in custom fields, they will not work with our sequence snippets.

Creating a Custom Field for an Account

1. Navigate to Settings > Accounts in the left main menu

2. Head to the Fields tab at the top

3. Click +Add Field and name your field

4. Select your data type. If it’s text, select a single line or multi-line sized field. For picklists, specify the choices to select from and single- or multi-select

• If you have Salesforce integrated with Apollo, select which Salesforce field to map your new Apollo Custom Field to​

5. Click the button to +Add your Custom Field

Creating a Custom Field for a User

1. Navigate to Settings > Users in the left main menu

2. Head to the Custom Fields tab at the top

3. Click +Add Field and name your field

4. Select your data type. If it’s text, select a single line or multi-line sized field. For picklists, specify the choices to select from and single- or multi-select

• If you have Salesforce integrated with Apollo, select which Salesforce field to map your new Apollo Custom Field to​

5. Click the button to +Add your Custom Field

Bulk-Edit a Custom Field for Multiple Contacts or Accounts at Once

1. Navigate to Contacts or Accounts in the left main menu (depending on if you want to bulk-update a Custom Contact Field or Custom Account Field)

2. Click the Filters button in the top-left of the page to expose your list of Filters and use them to filter your list down to the set of Contacts or Accounts that you want to add a Custom Field value for

3. Use the checkbox button in the top-middle of the page to select all or as many Contacts or Accounts as you want from your filtered list

4. Click the Edit button that appears in the top-middle of the page as soon as you have any Contacts or Accounts selected and select Set Custom Field in the dropdown

5. Use the Custom Field to set dropdown to select which Custom Field you want to update for your selected Contacts or Accounts and then input the value you want to add in the popup

6. Click Save

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