Overview
Filters allow you to include or exclude specific subsets of data when you search for new Contacts or Accounts in Apollo. This helps you to better segment and personalize your team's approach so that you can find and engage with the right contacts at the right time.
You can access many types of Filters in Apollo.
Apollo divides all Filters into 6 main categories: Settings Filters, Person Info, Company Info, Engagement Activity, and Miscellaneous.
Refer to the sections below to find out more about how to access and search with Miscellaneous Filters.
Access Miscellaneous Filters
Launch Apollo, click Search in the navbar, and then click People or Companies.
Click Show More Filters.
In the Filters modal, scroll to Miscellaneous Filters.
Refer to the sections below for further details about each Filter. When you have selected all the Filters you need and are ready to search, click Apply Filters.
Please note, the Filters below are split into 2 sections—the Miscellaneous Filters available on the People page and the Miscellaneous Filters available on the Companies page.
Miscellaneous Contact Filters
Refer to the sections below to find out more about how to access and search with Miscellaneous Filters from the People page.
Email Status
You can filter by Email Status. This means that you can target contacts in Apollo based on the verification status of their business email.
Please note, you can only apply the Email Status filter to primary business emails. This means that if you have set your primary email to personal, you cannot currently use this filter unless you change your primary email back to business. For more information about primary and secondary emails, please refer to the Prospect with Personal and Business Emails article.
Apollo classifies verification status into 5 types:
- Verified
- Guessed
- User Managed
- New Data Available
- N/A
Please note, the User Managed and New Data Available status filters are only applicable to saved contacts. However, you can apply the Verified Guessed, or N/A status filters to both net new and saved contacts. For more information about each status, please refer to Email Status Overview article.
To filter by Email Status, expand the accordion.
Click the checkboxes of the Email Status type(s) that you want to include.
You can also select the confidence level for guessed emails. Click Advanced to view the Confidence Level (%) bar. Then, click the percentage ranges of your choice.
To delete all email status Filters, click the X.
Please note, when you save a contact, Apollo runs a validation check to verify the email address and provide the most accurate status it can find. However, Apollo collects data from public resources, so there is still a chance that a verified email can be inaccurate. At Apollo, verified emails maintain an email match rate of 75% and an accuracy rate of more than 90%. For more information about the Apollo email verification process, please refer to the Email Verification: The Apollo Process article.
Phone/Status Confidence
You can filter by Phone/Status Confidence. This means that you can target contacts based on the type and status of their phone numbers.
Please note, this Filter is only applicable to Saved contacts. If you search for Net New contacts with this Filter, Apollo will not return results.
To filter by Phone/Status Confidence, expand the accordion.
Click the drop-down for Contact has a Phone Number and select Yes or No.
Click the checkboxes to choose the Phone Number Type.
Click the checkboxes to choose the Phone Number Status.
Please note, when you save a contact, Apollo runs a validation check to verify the phone number and provide the most accurate status it can find. However, Apollo collects data from public resources, so there is still a chance that a verified number can be inaccurate. At Apollo, verified phone numbers maintain an accuracy rate of 60%.
To delete all Phone/Status Confidence filters, click the X.
Contact Salesforce View
You can filter by Contact Salesforce View. This means that you can find specific contacts or leads in Apollo that you have segmented from a particular List View within your Salesforce account. For example: "bulk SMS contacts," "recently viewed contacts," "all open leads," or "today's leads."
Please note, to access Salesforce Views you need to link your Salesforce account. For more information about Salesforce Settings, refer to the Learn About Salesforce Integration Settings article.
To filter by Contact Salesforce View, expand the accordion.
Click the View Type drop-down, then click either Lead View or Contact View.
Click the Salesforce View drop-down and then, click the view option that you want.
Please note, you can only select one Salesforce View at a time. If you click the Salesforce View drop-down and choose another option, Apollo will overwrite the View that you previously selected.
To delete a Salesforce View, click either X.
Please note, if you use Salesforce Filters, Apollo disables other Filters. Salesforce Filters may also slow search performance. For more information about Salesforce Views, refer to the Filtering with Salesforce Views article.
Parent Accounts
You can filter by Parent Accounts. This means that you can target the contacts in the specific accounts for which you have set up parent and child relationships.
For more information about how to view account hierarchy and assign parent accounts, refer to the View and Edit the Account Hierarchy of Saved Accounts in Apollo article.
To filter by Parent Accounts, expand the accordion.
Click the Include Parent Accounts drop-down, then scroll through the options or type the account name in the Search bar. Click the Parent Accounts of your choice.
Click the Exclude Parent Accounts drop-down, then scroll through the options or type the account name in the Search bar. Click the Parent Accounts that you want to exclude.
Please note, there is no limit to the amount of Parent Accounts that you can include or exclude.
To remove a Parent Account, click on the Parent Account name in either the include or exclude Search bar.
To delete all Parent Accounts, click either X.
Synced to Salesforce
If you have integrated your Salesforce account with Apollo, you can filter by the contacts that you have synced to Salesforce. This means that you can target the specific contacts that you have saved in both platforms.
For more information about how to set restrictions on the contacts that you automatically sync to Salesforce, refer to the Sync Contacts to Salesforce at Specific Stages article.
For more information about bi-directional synchronization between Apollo and Salesforce in general, refer to the Bi-Directional Sync Overview article.
To filter by the contacts that you have Synced to Salesforce, expand the accordion.
Click the Yes or No checkbox.
Please note, this Salesforce Filter is currently only available from the People page.
Synced to HubSpot
If you have integrated your HubSpot account with Apollo, you can filter by the contacts that you have synced to HubSpot. This means that you can target the specific contacts that you have saved in both platforms.
For more information about how to integrate HubSpot with Apollo, refer to the HubSpot Integration articles.
For more information about bi-directional synchronization between Apollo and HubSpot in general, refer to the Bi-Directional Sync Overview article.
To filter by the contacts that you have Synced to HubSpot, expand the accordion.
Click the Yes or No checkbox.
Please note, this HubSpot Filter is currently only available from the People page.
Miscellaneous Account Filters
Refer to the sections below to find out more about how to access and search with Miscellaneous Filters from the Companies Search page.
Account Salesforce View
You can filter by Account Salesforce View. This means that you can find the accounts in Apollo that you have segmented from a particular List View within Salesforce. For example: "new this week," "recently viewed accounts," or "all accounts."
Please note, to access Salesforce Views you need to link your Salesforce account. For more information about Salesforce Settings, refer to the Learn About Salesforce Integration Settings article.
To filter by Account Salesforce View, expand the accordion.
Click the Salesforce View drop-down and then, click the view option that you want.
Please note, you can only select one Salesforce View at a time. If you click the drop-down and choose another option, Apollo will overwrite the Salesforce View that you previously selected.
To delete a Salesforce View, click either X.
Please note, if you use Salesforce Filters, Apollo disables other Filters. They may also slow search performance. For more information about Salesforce Views, refer to the Filtering with Salesforce Views article.
Parent Accounts
You can filter by Parent Accounts. This means that you can target the accounts for which you have set up parent and child relationships.
For more information about how to configure and search for Parent Accounts, refer to the Parent and Child Accounts article.
To filter by Parent Accounts, expand the accordion.
Click the Include Parent Accounts drop-down. Then, scroll through the options or type the account name in the Search bar. Click the Parent Accounts of your choice. There is no limit to the amount of Parent Accounts that you can include.
Click the Exclude Parent Accounts drop-down. Then, scroll through the options or type the account name in the Search bar. Click the Parent Accounts that you want to exclude. There is no limit to the amount of Parent Accounts that you can exclude.
To remove a Parent Account, click on the Parent Account name in either the include or exclude Search bar.
To delete all Parent Accounts, click either X.
Lookalike Accounts
You can filter by Lookalike Accounts. This means that you can target all companies with similar industries and keywords to your ideal accounts.
To filter by Lookalike Accounts, expand the accordion.
Click the Enter Companies drop-down and scroll through the options or type the company name in the Search bar.
There is no limit to the amount of Lookalike Companies that you can select. When you click the companies of your choice, they appear in the Search bar.
To remove a Lookalike Account, click on the company name in the Search bar.
To delete all Lookalike Accounts, click either X.