Table of Contents
Overview
Contact and account stages in Apollo help you track your progress on sales and marketing pipelines. They also label each account or contact with a progress designation. The additional analytical insights can help increase productivity as well.
The following contains examples and suggestions for how to set up contact and account stages.
Stage Descriptions
The chart below highlights example Contact Stages and Account Stages.
| Stage | Description |
|---|---|
| Nurturing | This is a new contact, who has not been emailed, called, or reached out to before. |
| Approaching | The contact has been sent at least 1 email or was called. |
| Replied | This contact has replied to your email. |
| Interested | Your contact is interested in working together further. Apollo updates the contact to the "interested" stage automatically if your contact's email is detected in a Gmail calendar invitation. This only works when you have your Gmail account linked and you use Google Calendar. |
| Not Interested | The contact responded that they are not interested. You can try to re-engage with the contact at a later date if they fit your buyer profile. |
| Unresponsive | Contacts are marked as "unresponsive" by Apollo if they never reply or engage with your messaging. You can re-engage with these leads every 30-90 days, as education about your product and better timing can lead to a sale. |
| Bad Data | The Prospect's email bounced because the email was incorrect. |
| Changed Job | Apollo informs you when a contact changes jobs so you can email them as they settle into their new role. |
Custom Stages
You can add custom stages to identify specific statuses for your Contacts and Accounts. Custom stages help you sync information between Apollo and your CRM.
When creating custom stages, make sure to overwrite or delete existing stages that could leverage their current mappings to the triggers that run the automated stage changes. For example, when a contact replies, the Contact is automatically updated to the Replied Contact Stage.
Customize Contact Stages
To customize contact stages, launch Apollo and click Settings.
Click Contacts in the "Configurations" section.
In the Stages tab, click + Add Stage to add a new stage.
In the new modal, use the text-box to fill out the Name of your new stage and set the parameters.
Click Create Stage to add your stage.
To Edit or Delete a stage, click ..., then click Edit or Delete.
Table of Recommended Stages for Contacts
| Default Stage | Overwritten / Custom Stage | Category | 'Do Not Override' Checked? |
|---|---|---|---|
| Nurturing | No Category | No | |
| Approaching | In Progress | No | |
| Replied | In Progress | No | |
| Meeting Set | Succeeded | Yes | |
| Interested | Succeeded | Yes | |
| SQO | Succeeded | Yes | |
| Active Evaluator | Succeeded | Yes | |
| Current Client | Succeeded | Yes | |
| Closed: Check Back Quarterly | Not Succeeded | Yes | |
| Unresponsive | Closed: Unresponsive | Not Succeeded | No |
| Closed: Referred Elsewhere | No Category | Yes | |
| Not Interested | Closed: Not Interested | Not Succeeded | Yes |
| Closed: Bad Fit | Not Succeeded | Yes | |
| Do Not Contact | Closed: Do Not Contact | Not Succeeded | Yes |
| Closed: Bad Data | Not Succeeded | Yes | |
| Closed: Changed Job | Not Succeeded | Yes | |
| Bad Data | No Category | Yes | |
| Changed Job | No Category | Yes |
Customize Account Stages
To customize account stages, launch Apollo and click Settings.
Click Accounts in the "Configurations" section.
In the Stages tab, click + Add Stage to add a new stage.
In the new modal, use the text-box to fill out the Name of your new stage and set the parameters.
Click Create Stage to add your stage.
To Edit or Delete a stage, click ..., then click Edit or Delete.
Breakdown of Recommended Stages for Accounts
| Default Stages | Overwritten / Custom Stage | Category |
|---|---|---|
| Nurturing | No Category | |
| Working | In Progress | |
| Engaged / Hot | In Progress | |
| Meeting Set | Succeeded | |
| Active Opportunity | Succeeded | |
| Current Client | Succeeded | |
| Dead Opportunity | Not Succeeded | |
| Churned | Not Succeeded | |
| Bad Fit | Not Succeeded | |
| Nurture - Timing | Not Succeeded | |
| Nurture - Not Interested | Not Succeeded | |
| Nurture - Unresponsive | Not Succeeded | |
| Closed | Not Succeeded | |
| Do Not Prospect | Not Succeeded |
Triggers Based on Stages
Account and contact stages are associated with triggers that automate responses in a sequence. Triggers can be edited for each stage.
To customize contact stage triggers, launch Apollo and click Settings.
Click Contacts in the "Configurations" section.
To edit a trigger for a Contact Stage, click Triggers to see your list of triggers.
Click the drop-down to change the trigger for your stage.
To customize account stage triggers, launch Apollo and click Settings.
Click Accounts in the "Configurations" section.
To edit a trigger for an Account Stage, click Triggers to see your list of triggers.
Click the drop-down to change the trigger for your stage.
For more information on triggers, please read Email and Call Triggers.
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