Thanks to Customer Feedback, We've Regrouped and Renamed Some of Our Most Useful Settings Pages
We've moved some things to more logical pages, added couple great features, and improved the overall look and feel but have NOT removed any Settings you had previously.
Mainly, we've brought all the configurations that relate to a specific type of entity in your Apollo App together under one easier-to-manage roof.
So instead of going to a "Custom Fields" Settings page that includes Custom Contact, Account, and User Fields, you'll now find your Custom Contact Fields under Contacts, along with all your other Contact-related Settings, Custom Account Fields under Accounts, and Custom User Fields under Users.
Before (Pages Affected by This Update Highlighted)
After (Pages Affected by This Update Highlighted)
The Changes (In Order, from Top to Bottom)
To help quickly find exactly what you're looking for, this search field searches only within Settings Pages, but NOT just for page titles. If what you're searching for shows up anywhere on any settings pages, all of those pages will be included as search results.
For example, a search for "custom field" returns the Users, Contacts, Accounts, and Global Picklists pages, since each of them include custom field management for their respective entities:
We've grouped all our Settings Pages under three Headings, defined by the core purpose of those pages:
- User Admin: All the Settings pages that control the profile details, team configurations, and access to your Apollo App for your Apollo Users (Teammates), including your own Settings (You)
- System Config: All the Settings pages used to customize your overall configuration of your Apollo App, no matter which User
- System Activity: Comprehensive histories of activities in your Apollo App, from imports and exports to your (Lead) Credit Usage and Billing details
We gave your same basic Account Info and Email Settings a facelift while adding access to a couple User-Specific Settings that used to be in less logical places:
- If you have your Apollo App integrated with Salesforce, you can link your individual Salesforce User login on this page. Keep in mind that's useful for syncing things like Contact ownership and territories correctly, but you still need to provide a Salesforce admin login in your main Salesforce Settings.
- If you use our Chrome Extension, you can now access your Gmail Chrome Extension Settings on this page (in addition to within your gmail mailbox, as always)
This is still where you add your Apollo Users and assign them to teams and permission profiles, and now we've added a tab for Custom (User) Fields so you can manage all your User (teammate) related customizations in one spot:
"Permissions" is now "Permissions Profiles"
We've updated the name so it's more in-line with the concepts of permissions in Salesforce, but this page is still where you go to add and customize sets of access rules for you Apollo App (like admin versus basic users) and then apply them to your Apollo Users.
To make that dynamic clearer and easier to manage, whenever you +Add [a new] Profile or Edit an existing one, you'll still have a Settings tab to define the specific permissions in that profile, and now an additional Users tab to manage the list of Apollo Users you assign to that profile (which you can also manage from the Users Settings page).
On the Users tab, you can +Add Users to the Permission Profile you're editing and/or Edit Permissions for any User you have assigned to that Profile and switch them to a different one:
You can also multi-select and change many or all Users from the current Profile to a different one:
Contacts and Accounts Pages
"Custom Fields" and "Stages and Triggers" are no longer Settings pages.
Instead, you'll now find all Contact Stages and Triggers as well as Contact Fields (both system and custom) under Contacts:
If your Apollo App is integrated with Salesforce, you'll also be able to map your Apollo Contact Stages to your SFDC Lead and/or Contact Statuses on the same page (you can also still manage these mappings in your Integrations > Salesforce Settings):
In the Fields tab, you can manage all your Custom and System (default) Contact Fields, and even map them directly to Lead/Contact Fields in SFDC if you're integrated with Salesforce:
Similarly, the Accounts Settings page now is your comprehensive page for managing all Account Stages and Triggers as well as Account Fields, both system and custom (you can also still manage these mappings in your Integrations > Salesforce Settings):
If your Apollo App is integrated with Salesforce, you'll also be able to map your Apollo Account Stages to your SFDC Account Statuses on the same page (you can also still manage these mappings in your Integrations > Salesforce Settings):
In the Fields tab, you can manage all your Custom and System (default) Account Fields, and even map them directly to Account Fields in SFDC if you're integrated with Salesforce (you can also still manage these mappings in your Integrations > Salesforce Settings):
Personas and Contexts Pages
The always confusing "Assistant (Beta)" is no longer a Settings page.
Instead, its components have been broken-out in to their own Personas and Contexts Settings pages.
Personas are sets of included and/or excluded titles and title keywords as well as seniorities you can use to define the ideal types of people that buy what you're selling, regardless of which company they're at. These show up as key shortcut filters when you're searching for new Leads in Prospect Searcher and allow the Apollo system to suggest similar People to Prospect as well as Contacts to Engage (in your Home page cockpit).
From this page you can turn on or off any existing Personas, Edit the filters that define them, move them in order of priority to each other, and add new ones:
Contexts gives you granular control over the type of information you want to appear in individual and company profiles when you're prospecting and viewing your own Contacts and Accounts, including the technologies, job postings, locations, and news/funding events most relevant to you:
We have a brand new Integrations Settings page/hub where you can view and configure all our out-of-the-box integrations as well as retrieve your Apollo App's API Key (and link to our API documentation). Choose from Salesforce or Hubspot for powerful bi-directional CRM integration or Sendgrid for massive-scale email sending.
Our Salesforce Integration Settings pages have also gotten a major facelift and helpful reorganization you can read more about if you need to Connect and Configure Salesforce.
Imports & Exports
We've renamed "Bulk Actions" to more accurately describe your history of CSV Imports & Exports to and from your Apollo App.
We've added tabs at the top of the page so you can clearly and easily navigate between CSVs you've uploaded for Contact Imports versus Account Imports and Exports of Contacts and/or Accounts from your Apollo App to CSV files.
On the left, you'll see the name of the CSV file and date it was imported/exported. On the right, you'll see the total number of rows successfully imported/exported in that file as well as if we caught any duplicates. Finally, you'll see a black bubble with the initials of the Apollo user who performed that import/export that you can rollover to see their full name and email.
Note: This page is to view your history of Imports and Exports rather than perform them, so if you want to initiate a new Import or Export, navigate to Contacts or Accounts in the main left menu (that workflow is unchanged).
Data Request History
This is a new page that comprehensively tracks all Lead Requests in your Apollo App, no matter which page they're made from.
Use the button at the top-left to expose handy filters you can use to filter your list down by the Type of request, when it was requested, and/or which of your Apollo Users performed it.
Clicking any of the listed Requests will jump you to your Contacts page, filtered-down to show only the Contacts from that specific Request.
The colored stats on the right show exactly how many Contacts you gained from that request as well as how many Credits you spent (we charge only for Verified Contacts and give you Guessed for free). For new requests, you can see exactly how many are still Pending verification, and if any emails in that request subsequently bounce when you use them, we automatically refund the corresponding Lead Credit and increment a Refunded Credit in these stats.
Clicking the options button to the right of any Request exposes these great new shortcuts:
- Prospect More with These Filters: Navigates you straight to the Prospect Searcher page with all the filters from your Request automatically applied so you can quickly request more of the same type of Leads without needing to manually recreate any filters
- Add to Sequence: Lets you add all Contacts from any specific request to any Sequence in your Apollo App in one fell swoop
- Export to CSV: Exports all the Contacts from that Request as a CSV file
- View in Contacts: Jumps you to your Contacts page to view only the Contacts from that Request
We've restyled and added some great new features to this page, where you can track your entire team's and now each of your individual Apollo Users' Lead Credit Usage versus your total Lead Credits and your Users' individual Credit Limits in your current pay period, as well as a comprehensive History of credit usage by your team and each User.
Click the button in the upper-right corner to download a report of credit usage as a CSV.
In the History tab, you'll find a simple Date Range and User selector to filter-down to the exact timeframe and/or Teams/Users you want to check up on. As you use these filters, you'll see your Team and Team Members Usage stats update to show exactly how many credits were spent.