Account Profile Overview

Article author
Jayson Verdibello
  • Updated

Overview

Every account you save in Apollo has a profile page. You can access certain default data about the respective company from this page. Some fields are fixed, which means you cannot edit or delete the information that Apollo displays. For other data cards, you have the option to reorganize and delete them as needed.

Refer to the sections below to find out more about how to access an account profile, the type of information at your disposal, and how to edit default cards.

 
Looking for Contacts?

If you're looking to view or edit contact profiles, please refer to the "Contact Profile Overview" article.

 

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Access Account Profiles

To access the profile page of a saved account, launch Apollo, click Search in the navbar, and then click Companies.

Search Page

Use the Search bar to type the name of the specific company that you want to review or click Saved to search through all your saved accounts.

Company Search

Click the name of the saved account that you would like to view.

Saved Account

From this page, you can access all the default information available for this account in Apollo.

Account Profile

 
Add Custom Field Cards to Contact and Account Profiles

For more information on how to add, create and edit custom field cards to your contact and account profile layouts, refer to the "Add Custom Field Cards" article.

 

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Default Profile Layout Overview

Apollo displays several default fields from an account profile pageā€”some of which you can edit. Refer to the table below for further details about each default card type.

Fixed Cards

General Info This section includes the most basic contact information for the account. From here, you can edit company info and perform several key actions, such as view the company's social media channels, push to Salesforce, review on LinkedIn, add contacts to the account, or sync CRM history.

 

General Info Card

Account Details and Keywords This section includes more information about the account, as well as the keywords Apollo uses to filter and organize it.

 

Details Card

Industry This section summarizes the account's industry as well as basic information including employee count, founding date, market cap, and ARR.

 

Engagement Card

Engagement This section summarizes the sales engagement history of the account as well as the company location and local time.

Engagement Card

Activities This section displays a log of all interactions between your team and any contacts from the account in question. From here, you can log new activities, filter by activity type, and review the activity history.

 

Activities Card

Suggested People This section includes a list of suggested Net New contacts from companies that share similar characteristics with the account in question.

 

Suggested People

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Additional Cards

Aside from the basic data above, Apollo provides several additional information cards. This data is split into the following 8 categories:

Profile Options

You may need to scroll to the right to see all available cards.

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Research Cards

You can edit the cards in this section to include or exclude the information that you want to access from an account's profile.

 
Edit Default Card Layout

For more information on how to edit the layout of default Research cards, refer to the Amend Default Cards section below.

 

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Existing Contacts

Apollo displays all existing contacts from the same company. From this tab, you can access each contact's email and phone number(s). You also have the option to take immediate action from this page by calling, emailing, or prospecting on LinkedIn.

Use the contact stages along the top of the "Existing Contacts" section to view all contacts or use the tabs to find the additional employees that you would like to contact.

Existing Contacts

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People

Apollo displays all of the known employees of the company. Note that this is different from the "Existing Contacts" card. The "People" card displays every employee listed under the account and not just the contacts with which you've engaged.

People Card

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Sequences

Apollo displays the sequences in which you have enrolled contacts from this account. You can turn these on or off from this page. For more information about sequences, please see the "Sequences Overview" article.

Sequences Card

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Custom Fields

Apollo displays the custom fields you have already created. You can view and edit custom fields directly from this page.

Custom Fields

 
Sowing the Seeds of Personalization!

For additional information about Custom Fields, please see the "Create Custom Contact Fields," "Create Custom Account Fields," and "Create Custom User Fields" articles.

 

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Opportunities

Apollo displays any opportunities related to the account. You can add new opportunities directly from this page to document any basic details. You can also add custom fields related to the lead source and type.

Opportunities

 
Never Miss a Good Opportunity

For additional information about opportunities, please see the "Opportunities Overview" and the "Create Opportunities in Apollo" articles.

 

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Playbooks

Apollo displays any playbooks related to the account for engagement and prospecting. Refer to the Playbooks Overview article for more information.

Playbooks

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Locations

Apollo displays all locations assigned to the account, which could be anything from company headquarters to offsite offices. You can export this information as a CSV file directly from this page.

Locations

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Signals

Signals allow you to easily view a summary of the company's milestones, job postings, technologies, and more. Click each tab on the side to switch between cards.

Overview This card includes a summary of all available Signals, including key information like Personas and recent funding rounds.

 

Overview Card

Technologies This card includes a list of all the technologies that the company uses.

 

Technologies Card

Funding Rounds This card includes information about the type of and amount of funding a company has received and the dates in which they gained said funding.

 

Funding Rounds

Job Postings This card includes a list of the most recent job postings for which a company is hiring.

 

Job Postings

News This card includes notifications about recent hirings, funding, major company announcements, and more.

 

News

Employee Trends This card includes several employee metrics and trends, including total number of employees, retention rates, locations, and company departments.

 

Employee Trends Card

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Edit Profile Data

From an account's profile page, you have the option to edit certain information. Please note, you cannot edit all of the fields. To identify if you can change the information in a certain section, 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.

Copy Edit

For some fields, Apollo displays multiple icons. For others, it displays just one. If you hover your mouse over a field and no icon appears, it means that you cannot edit the data for it.

Edit Icon

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Amend Default Cards

From an account profile page, you have the option to make changes to certain default cards; however, many cards are fixed. This means that you cannot reorganize or delete all data on an account's profile page.

You can only make changes to the layout of cards on the "Research" tab. To do so, first, click the "Research" tab on the account profile page that you want to reorganize.

Research tab

Then, scroll to the Overview section and click the Edit drop-down on the right-hand side.

Edit Layout

Click Edit Layout.

Edit Layout

Delete Default "Research" Cards

To delete a default card, click the trash can icon on the top right-hand side of the card.

Delete Default Card

Resize Default "Research" Cards

To resize a default card, click the blue arrow icon on the bottom right-hand side of the respective card. Hold and drag the cursor and resize it to your preference.

Resize Default Card

Rearrange Default "Research" Cards

To rearrange the default cards, drag and drop them into the layout of your preference.

Rearrange Default Card

Access Previously Created Profile Layouts

To access and replicate standard or previously created profile layouts, click the Overview drop-down on the left-hand side of the screen and select the layout of your preference.

Contact Overview

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