View and Edit Contact Profiles

Article author
Sarah Malone
Updated

Overview

Every contact in Apollo has a profile page. By default, these pages 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 rearrange the layouts of these pages to ensure that you view the most relevant information first.

 
Looking for Accounts?

If you want to edit account profile pages, refer to View and Edit Account Profiles.

The following sections detail how to access a contact profile, the type of information at your disposal, and how to edit profile page layouts.

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Access Contact Profiles

To access the profile page of a contact:

  1. Launch Apollo and click Search > People.
  2. To find a contact to review, either type a specific name in the search bar, use the search filters to narrow your search, or click Saved to access your saved contacts. Find a contact.
  3. Click the contact's name to access a full-page version of their profile, or click the blank space around the contact's name to access a slide-out version of their profile. Access contact profile.

From this page, you can access all the information available for this contact in Apollo, including contact information, work history, signals, and an activity timeline. You can also add the contact to sequences.

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Understand the Default Profile Layout and Widgets

Apollo displays several default widgets on contact profile pages, 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.

View the contact information widget.

Company info This widget features basic info about the contact's current employer.

View the company info widget.

Work history This widget displays the employment history of the individual, including job titles and dates of employment.

View the work history widget.

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.

View the insights widget.

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.

View the activity widget.

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.

View the signals widget.

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.

View the tasks widget.

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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.

Edit contact details.

You can also edit information when reviewing specific sections of the profile page. To do so, hover your mouse over the data that you would like to change. If Apollo permits you to make edits, you will see one of the following icons.

Edit, Delete, Copy 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 that you cannot edit the data for it.

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.

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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:

  1. Go to a contact's profile page.
  2. Click Contact overview. Access layouts.
  3. Click Create layout. Create a layout.
  4. Enter a name for your layout, then click Save. Name your layout.
  5. Click the layouts icon again. It will have the name of the layout you just created. Access layouts.
  6. Click the layout that you just created to start using it. Then, to rearrange your layout, click ... > Edit layout. Edit your layout.
  7. 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. Move widgets.
  8. 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. Resize widgets.
  9. When you have finished arranging your layout, click Save > Save current layout. Save changes to your 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 edit it. To use a different layout, including the default Contact overview layout, click the layouts icon and choose a layout.

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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 would prefer to view information in different groupings or unique information such as custom fields, create custom widgets that feature the desired information.

To create a custom widget for contact profile pages:

  1. Go to a contact's profile page.
  2. Click the layouts icon. It will have the name of the layout you are currently using. Access layouts.
  3. Find the layout you want to change, then click ... > Edit layout. Edit your layout.
  4. Click Manage widgets. Access widgets.
  5. To add an existing widget to your layout, hover on the widget and click +. Add an existing widget to layout.
  6. To add a new widget, click Create widget. Create a new widget.
  7. If you choose to create a new widget, enter a new name for the widget and click the checkbox for each field that you want to add to the widget. Then, click Create. Add fields for new widget.

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.

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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 the tab for Sequences, Deals, or Conversations.

Access sequences, deals, or conversations for contact.

The Sequences tab 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.

View sequences for the contact.

The Deals tab shows any deals that are related to the contact, including the current deal stage. To create a new deal, click New Deal.

View sequences for the contact.

The Conversations tab shows all of the recorded conversations in Apollo that included the contact. Click a conversation to access the recording.

View conversations for the contact.

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View and Edit Custom Fields

To view and edit custom fields, go to a contact's profile page and click the Custom fields tab.

View and edit custom fields.

 
Sewing the Seeds of Personalization!

For additional information about custom fields, refer to Create Custom Contact Fields, Create Custom Account Fields, and Create Custom User Fields.

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