This article contains the following sections:
- What's the difference between the People page and the Companies page?
- Total, Net New and Saved tabs
- Which filters do I have available to prospect?
- How can I clear the filters used?
- How do I request contact information?
- How can I add contacts to Sequences?
- How do I keep current contacts from entering my sequences? How do I not re-request contact information for contacts I already have?
- What is a Saved Search?
- What is a List?
- How can I provide feedback or ask questions?
What's the difference between the People page and the Companies page?
The People page would allow you to browse for the contacts you are looking to target for your business. From this page you have the option to combine our 30+ filters to narrow down your search and save the people's contact information (emails and dials, which will cost you credits).
The Companies page's purpose is to allow you to search and manage only the accounts you would like to prospect. You have access to specific company filters to narrow down your searches and can save as many companies as needed, and you will not be charged credits for it.
Total, Net New and Saved tabs
Net New is the number of contacts/accounts that you haven't reached out to yet and you haven't saved.
Saved is the number of contacts/accounts that you have prospected through Apollo or the LinkedIn extension, as well as the records that you have imported from your CRM or CSVs.
Total is the sum of the Net New records plus the Saved ones.
Which filters do I have available to prospect?
The Filters section displays the most commonly used filters:
Clicking the More Filters button, at the bottom of the Filters list, allows you to access our full list of filters which includes some advanced options (some of which are only be available in our paid subscriptions).
While using the filters you'll see the total number of contacts/accounts that match your search updating at the right-upper corner of the Filters window. Then, once you're ready, you can Apply Filters and Close to see your results on the main page.
On the People page we have combined the Contacts and Account filters, so you can toggle between them in each individual filter that can apply to a contact or an account.
How can I clear the filters used?
Once you have filters applied you'll be able to see the selections you've made on the Filters section, on the left-hand side, or by clicking on the More Filters button.
To clear the filters you're using you can click on the X, next to each one of the filters applied. You can also remove all filters by clicking on the X next to the Filters header at the left-upper corner.
How do I request contact information?
After applying a set of filters to reach your desired leads, you'll need to save the contacts so we can reveal their email addresses (and direct dials if specifically requested). This process will cost you credits (credits are an internal currency on Apollo used to save contacts and request their information). Our free accounts and paid subscriptions include a specific number of credits. You can verify how many credits you have available in your account by going to Settings > Credit Usage. More information about this process is available here: How Do Data Requests Work?
For those on any Apollo plan other than Custom plans, you can request Net New contacts in batches of 25 contacts a time (per page) and save them to your Apollo account (Custom plans allow you to select in batches of 50,000), as well as additional options to Add to Lists, Add to Sequences, Assign Owner, include Direct Dials, or Export as CSV.
You can also select individual contacts and prospect their Emails or Request Direct Dials, directly from the results page.
The number of Direct Dials included in our paid subscriptions is limited and has a different cost than our data credits. To view how many direct dials you have available in your account go to Settings > Credit Usage. If you would like to increase the number of direct dials included in your subscription, please reach out to our Sales team.
Once your leads have been requested, you'll be able to find them in the Saved tab. From there you'll see their contact information and will have the option to perform specific Actions, like emailing directly from this page, calling from our Apollo Dialer to the phone numbers available, and Add to Lists or Sequences.
How can I add contacts to Sequences?
You have the option to Add to Sequence when you Save new leads.
You can add them to sequence by going to the Saved tab, finding the people you're looking for, selecting them, and clicking on the Sequence button.
You can read more about this here: Creating a Sequence.
How do I keep current contacts from entering my sequences? How do I not re-request contact information for contacts I already have?
Filtering out groups of contacts can easily be done by using the Stage filters in combination with the Net New and Saved tabs (shown below). Since the Saved tab will only show contacts that you have already added to Apollo, you can identify the contacts that you haven't prospected in the Net New tab.
What is a Saved Search?
A Saved Search is a collection of filters that you can save so you can retrieve a specific search easily, without having to enter all filters each time. One note about Saved Searches is that it includes Net New contacts (people that you haven't reached yet) and Saved contacts (the ones that you have already requested contact information from).
You can manage saved searches by clicking on the Load button, next to the Filters header on the left-hand side, or you can click on the Saved Searches tab in the top left of the page to view them.
What is a List?
A list is a way to organize contacts and accounts based on certain information that's important to you. However, note that lists can only be created after you have Saved the contacts (you cannot create lists for Net New people. In that case you can use a Saved Search to retrieve Net New contacts easily).
Lists can be filtered and can be managed with the Lists link at the left-upper corner.
How can I provide feedback or ask questions?
Please do! As always, feel free to reach out to firstname.lastname@example.org with any questions, feedback, or concerns. We will be happy to help!