The Opportunities feature is now Deals. As part of a Beta program, Apollo is currently improving the Deals feature in big ways.
This means you might notice differences between this article and the feature in the Apollo app as we finalize the changes. Stay tuned for more updates.
Apollo Deals helps you to track possible deals with prospective customers. Deals, in addition to people and company records, allow you to manage your entire sales pipeline directly within Apollo.
This allows you to engage prospects in more meaningful ways, keep track of everything in one place, and move deals faster. You can associate Deals with both companies and people in Apollo and you can also sync them to or from Salesforce.
The Deals feature in Apollo is only available to paying customers on specific plans. If you do not currently have access to Deals and would like to upgrade, follow the steps in the Customize and Manage Your Apollo Plan article, or reach out to our friendly Support team for help.
Refer to the sections below for details about what features are available on the Deals page as well as information about how specific roles can benefit from using them.
Deals Role Relevance
While Deals can be a useful tool for most Apollo users, the roles included below often find Deals the most beneficial.
Sales Development Reps (SDRs), gain visibility on current or historical Deals to help guide contextual conversations at both the individual and account levels. In this instance, SDRs can use the Deals screen to help coach their teams and unlock additional sales dollars.
Account Executives gain a seamless workflow for contacts, accounts, and Deals. This eliminates the need to navigate to multiple applications (Apollo, Salesforce, etc.) to access and update critical data as the sales cycle progresses. This gives you a full view of your sales funnel, from top to bottom, in one location.
Additionally, Account Executives can send and track messages and add contextual information to Deals to ensure things are recorded for posterity.
Understand the Deals Page
The Apollo Deals page allows you to explore, filter, and create deals from a centralized location.
Along the left side of the page, you can look for specific Deals using the search bar.
Additionally, you can apply filters to your query using the options below the search bar.
Filters for Deals include the following options:
- Closed Date
- Created Date
- Custom Fields
- Apollo System Fields
- Account Lists
- Number (#) of Employees
If you have integrated Salesforce with your Apollo account, Apollo automatically disables the creation of new Opportunity stages. Apollo does this because it is not possible to create or update Opportunity stages through the Salesforce API. The Salesforce Opportunity page is configured as read-only, which means Apollo can only pull this data from Salesforce. Apollo will reflect whatever Opportunity stages you have configured on the Salesforce side.
Within the table portion of the Deals screen, you can access at a glance details about each deal. By default, Apollo displays the following column headers:
- Deal Name
- Deal Owner
- Created Date
- Closed Date
You can customize the visible data by clicking the Table Column Settings button.
Within the "Columns to Show" modal, you can add and remove columns from the Deals table. Click Save to preserve your changes.
Click the row for any deal to open the details sidebar.
Click the Close button to return to the full view of the Deals page.
Click the checkbox next to one or more deals to unlock the Additional Options (...) button.
Use the Additional Options (...) to view the Accounts or Contacts included in the selected deals, push deals data to Salesforce, or export deals data to a CSV file.
Click any deal title to open the detail window. From here, you can access a log of all activities within this deal, review and edit the Contact Roles for the people included in the deal, and review the deal details that are also presented in the details sidebar.
The Activities tab displays the creation source of the deal and a log of any updated information. If your account is integrated with Salesforce and the given deal is synced there, this feed will also list any updates that come from Salesforce. Activities related to a deal can be found in the Activities tab of the account to which the deal is linked.
The People tab allows you to both view and add contact roles for an deal. Every deal can support multiple contacts, but only one Primary contact.
Removing a person from the people tab in an deal will not remove them from the Opportunity in Salesforce. Unlike Apollo, Salesforce does not allow the same contact to have multiple contact roles listed. Instead, any contacts with multiple roles will appear multiple times (once for each role) underneath the Contact Roles section of a Salesforce Opportunity.
Disable Deals Functionality
If your team wants to hide Deals-related functionality for operational reasons, you can disable them by clicking the toggle at the top of the page at Settings—>Deals—>Stages.