Update and Edit Personas

Three Ways to Edit Your Personas in Apollo

Once you've created your Personas for prospecting in Apollo, you can make changes to them at any time using one of three methods. Depending on your workflow, you may find that you prefer one over the others.

1. From the Settings Panel

Go to Settings > Personas, then click the 'Edit' button for the Persona you wish to modify.

2. Shortcut from People

Go to People in the left hand menu and click More Filters at the bottom of the Filters list. From there, click on the Persona filter and then the gear icon next to "Include personas". You'll then be taken to the Settings page shown above, so just click the Edit button to the right of the Persona you need to update.

3. Edit Directly within People

Go to People in the left hand menu and click More Filters at the bottom of the Filters list. From there, click on the Persona filter and then the gear icon that appears to the right of the Persona you want to edit and make your changes within the modal.