Overview
Each contact in Apollo has a profile. By default, contact profiles feature a variety of information about each contact, including basic contact details, employer-related insights, work histories, activity timelines, and assigned tasks. Additionally, you can arrange profile layouts to ensure you view the most relevant information.
If you want to edit account profiles, check out View and Edit Accounts.
The following sections detail how to access and edit contacts.
Access a Contact Profile
To access a contact profile:
- Launch Apollo and click Search > People.
- Type a name in the search bar, use search filters to narrow your search, or click Saved to access your saved contacts.
- Select one or more contacts to take an action.
Did you know? Click ▾ along the top of your search results to reveal advanced selection options. Check to select a set number of contacts, a maximum number of people per company, or to select all.
- Click a contact's name to access their full profile, or click the space around the contact's name for a profile preview.
From the contact profile, you can access all the information available for the contact, including contact information, work history, signals, and an activity timeline. You can also add the contact to a sequence.
Default Profile Layout
Apollo displays several widgets by default on contact profiles, including:
| Contact information | This widget displays any available email addresses and phone numbers for the contact, and engagement information such as the contact owner and stage. |
|---|
| Company info | This widget features basic info about the contact's current employer. |
|---|
| Work history | This widget displays the employment history of the individual, including job titles and dates of employment. |
|---|
| Insights | This widget provides a summary of various events for the contact's current employer, including job postings, technologies, employee trends, funding rounds, and, if enabled, website visitors. |
|---|
| Activity | This widget displays a log of all interactions between your company and the contact. From here, you can log new activities, filter by activity type, and review the activity history. |
|---|
| Signals & communication advice | This widget shows the contact's signals and the relevant signals for the contact's company. Signals enable you to prospect based on demographic and behavioral filters of your choosing. |
|---|
| Tasks | This widget shows all of the tasks that have been assigned in Apollo for the contact. Click + to create a new task. You can also choose to complete or skip tasks from this widget. |
|---|
Edit Contact Profile Data
You can edit certain information for a contact from their profile page. Not all details can be changed. To edit contact information, click Actions > Edit contact info.
You can also edit information when reviewing specific sections of the profile page. To do so, hover your mouse over the data that you'd like to change. If Apollo permits you to make edits, you'll see one of the following icons.
For some fields, all of these icons appear. For others, just 1 or 2 appear. If you hover your mouse over a field and no icon appears, it means you can't edit the data.
If you believe that information for a contact is inaccurate, click Actions > Flag as inaccurate to submit feedback so Apollo can review the contact's data.
Create and Edit Profile Page Layouts
By default, contact profile pages are arranged in the Contact overview layout. You can create your own layout and rearrange the cards on the profile page.
To create a layout:
- Navigate to a contact's profile.
- Click Contact overview.
- Click Create layout.
- Enter a name for your layout, then click Save.
- Click Layouts again.
- Click the layout that you just created to start using it. Then, to rearrange your layout, click ... > Edit layout.
- To rearrange where the widgets appear in your layout, click and hold the handle at the top-left of a widget, then drag it to a different spot in your layout. To remove a widget from your layout, click the trash can icon.
- To increase or decrease the size of a widget, click and hold the handle at the bottom-right of a widget, then drag it up or down.
- When finished, click Save Save current layout.
Apollo saves your layout selections, so your new layout will be in use when you access contact profile pages in the future.
To change your layout, repeat these steps. To use a different layout, including the default Contact overview layout, click the layouts icon and choose a layout.
Add Custom Widgets to Your Layouts
By default, contact profile pages feature several widgets with information ranging from contact details to employer related insights. If you'd prefer to view information in different groupings or show unique information such as custom fields, create custom widgets that feature the desired information.
To create a custom widget for contact profile pages:
- Navigate to a contact's profile.
- Click Layouts.
- Find the layout you want to change, then click ... > Edit layout.
- Click Manage widgets.
- To add an existing widget to your layout, hover on the widget and click +.
- To add a new widget, click Create widget.
- If you choose to create a new widget, enter a name for the widget and click the checkbox for each field that you want to add to the widget. Then, click Create.
By default, the newly added widget is placed at the top-right of the layout. Follow the steps in the Create and Edit Profile Page Layouts section to move the widget.
View Sequences, Deals, and Conversations Related to Contacts
In addition to information about the contact, you can view the sequences, deals, and conversations in Apollo that are related to the contact. To do so, go to a contact's profile page, then click Sequences, Deals, or Conversations.
Sequences shows all of the sequences that included the contact. Use the toggle for a sequence to enable or disable it for the contact you are currently viewing.
Deals shows any deals that are related to the contact, including the current deal stage. To create a new deal, click New Deal.
Conversations shows all of the recorded conversations in Apollo that included the contact. Click a conversation to access the recording.
View and Edit Custom Fields
To view and edit custom fields, go to a contact's profile page and click Custom fields.
For additional information about custom fields, check out Create Custom Contact Fields, Create Custom Account Fields, and Create Custom User Fields.