Save Contacts and Accounts

Article author
Eric Zrinsky

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Save Contacts and Accounts

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

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

Search Page

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

Search Contacts

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

Save Contacts

For contacts, select the action(s) that you want to take in the Save Contacts modal and then click Confirm.

Save Contacts Modal-Confirm

Wait—What's This About Mapping Duplicates?

Please note, if you try to take action on a Net New contact that matches multiple accounts in Apollo or your CRM, Apollo displays a duplicate account modal. You need to choose which account to map the contact(s) to before you can continue.

Duplicate Accounts Modal

For more information, please refer to the "Map a Contact to the Correct Duplicate Account" article.

If you save 25+ contacts in bulk and want to access the contacts right away, click View Lists or View Contacts in the success modal that appears.

View Contacts

Apollo then directs you to the contacts that you requested so that you can begin prospecting.

New Contacts in Tab

For accounts, select the action(s) that you want to take in the Save Accounts modal and then click Save Accounts.

Save Accounts Modal

You have now saved the contact(s) or account(s) in Apollo.

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