Contact and Account Cards Overview

Table of Contents

• Overview
• Access Account Profiles
• Access Contact Profiles
• Save Contacts and Accounts
• Default Profile Layout Overview
• Edit Profile Data
• Amend Default Cards

Overview

Every contact and account you save in Apollo has a profile page. From this page, you can access certain default data about the respective person or company. Some fields are fixed, which means you cannot edit or delete the information that Apollo displays. For other data cards, you have the option to reorganize, resize, and delete them as needed.

Refer to the sections below to find out more about how to access an account or contact profile, the type of information at your disposal, and how to edit default cards.

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Access Account Profiles

To access the profile page of a saved account, launch Apollo, hover your mouse over Search in the navbar, and then click Companies.

Use the Search bar to type the name of the saved Company that you want to review or click Saved to search through your saved Accounts.

Click the name of the saved Account that you would like to view.

From this page, you can access all the default information available for this Account in Apollo.

 

 

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Access Contact Profiles

To access the profile page of a saved contact, launch Apollo, hover your mouse over Search in the navbar, and then click People.

Use the Search bar to type the name of the saved Contact that you want to review or click Saved and search through your saved Contacts.

Click the name of the saved Contact that you want to review.

From this page, you can access all the default information available for this Contact in Apollo.

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Save Contacts and Accounts

You can only edit profiles and default cards on saved Contacts or Accounts. If you would like to make changes on the profile page of an unsaved person or company, you need to first add it to your list of saved contacts.

To do so, navigate to the Search page and click the People or Companies tab.

Use the Search Bar or Filters to find the people or companies that you want to save.

Use the checkbox option to enable the Contact(s) or Account(s) of your choice. Then, click + to save.

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Default Profile Layout Overview

Apollo displays several default fields from a Contact and Accounts profile page—some of which you can edit. Refer to the table below for further details about each default card type.

Fixed Cards

 

 

General Info	This section includes the most basic contact information for the Contact or Account. From here, you can perform several key outreach actions, such as add to a sequence, review on LinkedIn, enrich and edit contact information, sync to CRM, or send emails.

Contact Details	This section includes any available email addresses and phone numbers for the Contact or Account.

Engagement Card	This section summarizes the sales engagement history of the Contact or Account as well as their respective location and local time.

Account/Contact Activities	This section displays a log of all interactions between account users and the Contact or Account in question. From here, you can log new activities, filter by activity type, and review the activity history. You can also review all results in the window view.

Similar People	This section includes a list of suggested net new people that share similar characteristics with the Contact or Account profile in question.

Similar Companies	This section includes a list of suggested net-new companies that share similar characteristics with the Contact or Account profile in question.

Additional Cards

Asides from the basic data above, Apollo provides several additional information cards. This data is split into the following 5 categories:

Research Cards

You can edit the cards in this section to include or exclude the information that you want to access from a Contact or Account profile.

 

 

Contact Overview	This card includes an overview of the Contact or Account. From here, you can view information like the account owner, industry, account revenue, company description, and related keywords.

Company Technologies	This card includes a list of all the technologies that the company uses.

Job Postings	This card includes a list of the most recent job postings for which a company is hiring.

Funding Rounds	This card includes information about the type of and amount of funding a company has received and the dates in which they gained said funding.

Workplace Context	This card includes recommendations of suggested people based on the information you configure in the Context tab of the Settings page.

Employment History Card	This card is only available from a Contact profile page. Apollo displays the employment history of the individual, including the job title and dates of employment.

Employee Metrics	This card includes several employee metrics, including total number of employees, retention rates, locations, and company departments.

Newsfeed

Apollo displays all relevant news related to each company. From this tab, you can find notifications about recent hirings, funding, major company announcements, and more.

Existing Contacts

Apollo displays all existing contacts from the same company. From this tab, you can access each contact's email and phone numbers. You also have the option to take immediate action from this page by calling, emailing, or prospecting on LinkedIn.

You can also use the contact stages along the top of the "Existing Contacts" section to view all contacts or use the tabs to find the additional employees that you would like to contact.

Custom Fields

Apollo displays the custom fields you have already created. You can view and edit custom fields directly from this page. For additional information on creating Custom Fields, please see the "Create Custom Contact Fields," "Create Custom Account Fields," and "Create Custom User Fields" articles.

Opportunities

Apollo displays any opportunities related to the Contact or Account. You can add new opportunities directly from this page to document any basic details and add custom fields related to the lead source and type.

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Edit Profile Data

From a Contact or Account profile page, you have the option to edit certain information. Please note, you cannot edit all of the fields. To identify if you can change the information in a certain section, hover your mouse over the data that you would like to change. If Apollo permits you to make edits, you will see one of the following icons.

For some fields, all three icons appear. For others, just one or two appear. If you hover your mouse over a field and no icon appears, it means that you cannot edit the data for it.

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Amend Default Cards

From a Contact or Account profile page, you have the option to make changes to certain default cards; however, many cards are fixed. This means that you cannot reorganize or delete all data on a profile page.

You can only make changes to the layout of cards on the "Research" tab. To do so, first click the "Research" tab on a Contact or Account profile page that you want to reorganize.

Then, scroll to the Overview section on the profile page and click the Edit drop-down on the right-hand-side.

Click Edit Layout.

Delete Default "Research" Cards

To delete a default card, click the trash can icon on the top right-hand-side of the respective card.

Resize Default "Research" Cards

To resize a default card, click the blue arrow icon on the bottom right-hand-side of the respective card. Hold and drag the cursor and resize it to your preference.

Rearrange Default "Research" Cards

To rearrange the default cards, drag and drop them into the layout of your preference.

Access Previously Created Profile Layouts

To access and replicate standard or previously created profile layouts, click the Overview drop-down on the left-hand side of the screen and select the layout of your preference.

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