1. Apollo
  2. Search and Prospecting
  3. Record Management

View and Edit Accounts

Article author
Apollo Team
Updated

Overview

Accounts on Apollo are more than static records: they're command centers for your entire go-to-market team. Each account profile brings together rich company data, real-time activity history, ownership details, open tasks, deal progress, and more.

Dive into outreach timelines, discovery key contacts and employees, surface insights with customizable filters, and power up your workflow with tools like enrichment, sequences, and CRM integrations. You can even tailor the layout to highlight the details that drive your strategy forward.

 
Save Point

Pro-tip: When you search on Apollo, save a company to turn it into an account. This unlocks key actions like enrichment, ownership, and timeline tracking — so make sure to save companies before diving in.

Check out the following sections to access and edit accounts.

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Access an Account

 
A Fresh Coat of Paint

Accounts on Apollo are getting a makeover! Your experience may look slightly different while Apollo automatically rolls out these updates.

To access an account:

  1. Launch Apollo and click Companies.
  2. Click Saved to access your saved accounts.
  3. Enter a specific company name or use search filters to narrow your results. Then click a company.

Access account profile.

  1. Apollo displays the account profile.

View the company overview widget.

 
Customize It

Tip: Click Layout to change the account layout or create a new layout.

  1. On the left, widgets share valuable insights about the prospect. Click a widget to learn more:
Company details Record details Tasks
Deals Contacts Notes

Company details

Learn basic info about the account including a brief description, industries and keywords, business phone number, founding year, number of employees, and social media links.

View the contact overview widget.

Record details

Review record management and engagement information including account stage, lists, owner, and last activity date.

  1. To edit record details, click the field.
  2. Click See all fields to see and manage additional fields.
  3. Click ⚙ to add fields to the default widget view.
View the company overview widget.

Tasks

Review all of the tasks that have been created in Apollo for the account.

  1. Hover over a task and click ✓ to complete it.
  2. Hover over a task and click . . . beside it to take action:
    • CRM sync history: View sync history with your CRM.
    • Reschedule task: Change the task due date.
    • Skip task: Skip the task.
  3. Click + to create a new task.
View the company overview widget.

Deals

Review upcoming or closed deals associated with the account.

  1. Click an existing deal to edit the status or log activity.
  2. Click + to create a new deal.
View the deals widget.

Contacts

View saved contacts associated with the account. Click a contact to visit their profile, or click See all associated contacts to view more. View the company overview widget.

Notes

Review notes associated with the account.

  1. Click Filter to find specific notes.
  2. Click Add note to create a new one.
Notes widget
  1. Tabs on the right of the account profile provide additional insights and information. Click a tab to learn more:

On the overview tab, Apollo shares at-a-glance information including company insights, lookalike companies, and more.

View the company overview widget.

Click a widget to learn more:

Company insights Meeting assistant Suggested leads
Similar companies    

Company insights

Discover a summary of various insights about the company, including company score, recent news, technologies, funding rounds, job postings, employee trends, and website visitors.

View the company overview widget.

Meeting assistant

Stay on top of meetings scheduled with the account's contacts.

  1. Apollo shows upcoming meetings, including attendees, date and time, and an Apollo AI generated summary.
  2. Click Read more insights to help prepare with pre-meeting insights.
Example scheduled meeting

Suggested leads

Discover new high-value leads that are similar to past prospects, that fit your target persona, or score highly on prospect scores.

  1. Sort by relevant personas.
  2. Alternatively, click Show filters to use search filters to narrow the list.
  3. Click See all recommendations to view the full list.
  4. Check one or more prospects to save, email, add to a sequence, add to a list, export to a CSV, sync to your CRM, or assign an owner.
View the company overview widget.

Similar companies

Apollo AI shows lookalike companies that are similar to the account. Lookalikes help you find companies with similar firmographic characteristics, so you can hone in on the prospects most likely to benefit from your outreach.

  1. Apollo AI displays lookalike companies.
  2. Click a company to learn more about it.
View the company overview widget.

Review a log of all interactions between your organization and the account.

  1. Click a tab like Emails or Calls to filter by activity type.
  2. Click Filter to edit or apply filters.
  3. Click Log activity to add activity.
Activities

On the people tab, Apollo shows all employees and prospects associated with the account. You can take immediate action by calling, emailing, prospecting on LinkedIn, researching with AI, or adding prospects to a sequence or a list.

View the company overview widget.
  1. Click Show filters to find specific contacts.
  2. Alternatively, click a group to quickly jump into relevant prospects:
    • Suggested leads: Discover new high-value leads that are similar to past prospects or fit your target persona.
    • Saved records: Review the saved contacts associated with the account.
    • Seniority: Discover prospects filtered by seniority levels like manager, C-suite, VP, head, director, entry, and more.
    • Engagement plan: Check in on your engagement with related contacts in sequences. Quickly sort by in progress, pending, and finished to jump in where action is needed.

Suggested leads

Use suggested leads to discover new high-value leads that are similar to past prospects or fit your target persona, past prospecting activity, or a good match based on your prospect score.

  1. Apollo displays high-value leads by persona.
View the company overview widget.
  1. Scroll to review additional personas.
  2. Click Manage personas to manage or create personas.

Saved records

Apollo shows your saved contacts grouped by stage.

  1. Click View settings to group by additional stages.
  2. Click a contact to view their contact profile.
  3. Check one or more contacts to take an action in bulk.
View the company overview widget.

Seniority

Apollo shows people and employees associated with the account, organized by seniority like manager or C-suite.

  1. Scroll to view additional seniority groups.
  2. Click View settings to group by additional seniorities.
View the company overview widget.

Engagement plan

Stay on top of outreach with quick visual insights into engagement plans.

  1. Apollo shows contacts currently engaged in a sequence, grouped by sequence status.
  2. Click ⚙ to restrict how many people can be in progress at once for the account.
View the company overview widget.

The recommendations tab is being deprecated and replaced by the people tab which combines recommendations with high-value leads that fit your target personas.

The existing contacts tab is being deprecated and replaced by the people tab which combines existing contacts with recommendations and high-value leads that fit your target personas.

Review contacts associated with the account who are in active sequences.

View the company overview widget.
  1. Apollo shows account contacts in a sequence, along with their status and owner.
  2. Click . . . beside a contact to take additional actions, depending on the status:
    • Resume sequence now
    • Set auto-resume date
    • Pause sequence
    • Email from a different user
    • Mark as finished
    • Remove sequence
  3. Click the sequence name to review the setup.

Apollo AI shows your recorded dialer and meeting conversations and generates an AI summary.

  1. Click Ask Apollo to generate insights from a specific call or across calls.
  2. Click a specific recorded conversation to review the summary, transcript, or playback the recording.
  3. Click . . . beside a recording to set the recording to private or permanently delete it.
View the company overview widget.

Review any fields that need to be enriched, then use enrichment to ensure your account data is up-to-date.

  1. Apollo displays any account fields that are ready to enrich with new data. Review the current and new values to see available changes for each field, then click Enrich, or check two or more fields to bulk enrich.
Enrichable fields highlighted in account profile page
  1. Click View more enrichable CRM fields to see more.
  2. Scroll to the enrichment log to view a history of the account's enrichment.

Apollo lists locations for the account.

  1. Click Call beside a location to dial it directly.
  2. Click Website to visit the location website.
View the company overview widget.

The all fields tab displays all account fields for the account, including custom and AI fields.

  1. Search by name for a specific field, or select a field group like AI custom fields to view fields by group.
  2. Click Manage fields to edit field settings.

Use the files tab to attach relevant files directly to an account record. This helps you store important information for later reference.

  1. Drag and drop a file directly into the files tab, or click Upload file to browse all files on your local computer.
  2. Your file attachments are organized by upload date. Click + to attach additional files.
  3. Click ... next to a file to rename, download, or delete it.

You can attach most document, image, audio, and video file formats, including .pdf, .csv, .jpg, .png, and .mp4. The maximum size per file is 100MB.

File attachments are available to paid Apollo plans only. File storage limits apply per team and depend on your Apollo plan:

  • Basic: 10GB
  • Professional: 50GB
  • Organization/Custom: 100GB
Files tab on an example account
 
Power Up Your Prospecting

Did you know? You can use AI research to discover more about your accounts. AI research uses AI and web research to help you find important insights. Learn more about how AI research works.

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Edit an Account

To edit an account:

  1. Launch Apollo and click Companies.
  2. Click Saved to access your saved accounts.
  3. Enter a specific company name or use search filters to narrow your results. Then click a company.

Access account profile.

  1. Click Actions > Edit company info.

Access account profile.

  1. Update any relevant information, then click Save company.

Access account profile.

  1. Alternatively, hover over an editable field on the company information widget, like phone number, then click Edit.

Access account profile.

  1. Update the field, then click Save.

You have now edited an account.

 
Swing and a Miss

Something look off? If you believe account information is inaccurate, let Apollo know. Click Actions > Flag as inaccurate to submit feedback on data quality.

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Edit Account Layout

The default account layout is account overview. You can also create your own layout, rearrange widgets, or create custom widgets.

To edit the account layout:

  1. Launch Apollo and click Companies.
  2. Click Saved to access your saved accounts.
  3. Enter a specific company name or use search filters to narrow your results. Then click a company.
  4. Click Layout > Create layout.

View the company overview widget.

  1. Enter a name for your layout.
  2. (Optional) Check Allow all users to access this view to make the layout available across your organization.
  3. Click Save.

Name your layout.

  1. Next, click Add widget to add new widgets.

Save changes to your layout.

  1. Select from an existing widget or click Create widget.
  2. Enter a name, then select one or more fields to represent on the widget.
  3. When finished, click Save.

Create widget

  1. Click and drag ⋮⋮ to move a widget.
  1. To change the size of a widget, click and drag ⤡ at the bottom-right of the widget.
  1. After editing the account layout, click Save changes.

You have now edited an account layout. Apollo saves your layout and uses it when you access accounts again.

To change your layout, repeat these steps. To use a different layout, including the default account overview layout, click the current layout name, then select a new layout.

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Delete an Account

To delete an account:

  1. Launch Apollo and click Companies.
  2. Click Saved to access your saved accounts.
  3. Enter a specific company name or use search filters to narrow your results. Then click a company.
  4. Click Actions > Delete account.

Delete account option highlighted on the account profile

You have now deleted an account.

 
Careful with that Click

When you delete an account, Apollo removes it from your saved accounts and any lists, tasks, or sequences where the account is currently active. Deleted accounts take up to three days to reappear as net-new companies in Companies.

You can manually restore a deleted account. To do this:

  1. Manually re-add the account from Companies.
  2. Alternatively, import the account from a CSV file, or sync your integrated CRM records from Salesforce, HubSpot, or Pipedrive.
  3. When finished, re-add the account to any relevant lists, tasks, or sequences.

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Next Steps

Want to keep the momentum going? Here are some targeted Apollo resources to help you streamline accounts, contacts, sequences, and AI-powered insights.

View and Edit Contacts View and edit contacts to keep your contact records up-to-date.
Add Contacts to a Sequence Add contacts to a sequence to automate your outreach cadence and keep prospects moving through every touchpoint.
Edit a Contact or Account Owner Update the assigned account owner to make sure your team's reps are aligned with the correct accounts.
Tasks Overview Stay on top of follow-ups and priorities with tasks on Apollo. See what's due, what's important, and when to act fast.
Flag Inaccurate Contact or Account Data Flag inaccurate data to help Apollo remove outdated or inaccurate account data.

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