Contact and Account Cards Allow You to See Specific Pieces of Information About Your Contacts
Contact and account cards are objects that you can add, resize, and re-organize within your contact profile layouts and account profile layouts (layouts are detailed here). Out of the box, Apollo comes with cards for the following items (also further detailed below):
- (Account) Context
- (Contact and Account) Activity
- (Account) Contacts
- (Account) Suggested New Contacts
- (Account) Similar Success Cases
- (Account) Similar Companies
- (Account) Technologies
- (Account) Recent News
- (Account) Job Postings
- (Account) Funding Rounds
- Score Breakdown
Note: Cards with "(Account)" next to them pull their information from the account of the contact you're viewing (if there is any). The only exception is the 'Activity' card, which pulls information from both the contact you're viewing and their account.
To access these default cards, in addition to any custom field cards you may have already created (detailed here), you will first need to view a contact profile in Apollo. Once there, click the Edit button shown to the left of the contact's name and then select Edit layout:
Default Cards
While a layout is being edited, we will show you all available Default Cards and Custom Fields Cards. This section is an overview of all available Default Cards, while the latter is detailed here:
- (Account) Context: Shows the information configured in your Context Settings page (here), relative to the given contact's account.
- Activity: The Contact tab shows logs of any activity from the contact themselves, as well as any user activity taken on the contact. The Account tab shows logs of any activity from other contacts in the same account, as well as any user activity taken on the account.
- (Account) Contacts: Shows any other contacts that are in the same account as the contact you're viewing.
- (Account) Suggested New Contacts: Shows any net new people that are in the same account as the contact you're viewing (net new people are contacts that have not been added to your Apollo instance).
- (Account) Similar Success Cases: Shows a list of accounts (currently added to Apollo) that are similar to the given contact's account, based on whatever stages you've configured in the card's settings (accessible by clicking the gear icon).
- (Account) Similar Companies: Shows a list of companies (not yet added to Apollo) that are similar to the given contact's account.
- (Account) Technologies: Shows a list of technologies (pulled from proprietary sources) that the given contact's account is using. To see how recently this information has been collected, hover over the (?) shown at the top of the card.
- (Account) Recent News: Shows any news (pulled from proprietary sources) that is related to the contact's account.
- (Account) Job Postings: Shows any job postings (pulled from proprietary sources) that have been posted by the given contact's account.
- (Account) Funding Rounds: Shows any funding (pulled from proprietary sources) that has been raised by the given contact's account.
- Score Breakdown: Shows a breakdown of whatever score the given contact or account has been assigned. For more information on how scoring works, check out the documentation listed below:
Scoring Engine Overview
How To Create a Scoring Model
How To Manage Your Scoring Models
Related Resources:
- Add and Edit Contact Account Profile Page Layouts
- Create and Edit Contact Cards Based on Custom Fields
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