Personas help you to group together the contacts and accounts that best represent your ideal customers. In Apollo, you can build Personas using sets of filters to search faster and target the right people within accounts.
For more information about how to get started with Personas, please refer to the "Create a Persona" article.
You have the ability to modify or delete Personas in Apollo. Refer to the sections below to find out more about how to manage the Personas you create.
Access Your Personas
Launch Apollo, click Search, and then click People.
Click the Persona accordion in the filters section on the left.
Then, click All Personas.
Apollo displays a Manage Personas modal with a list of the Personas you have created. From here, you can edit, clone, delete, or re-order the Personas.
Clone a Persona
From the Manage Personas modal, click the Clone icon on the right of the Persona that you want to clone.
From the new modal that appears, name your new Persona and apply filters using the left side of the window. Click Save Persona when you're done.
You have now cloned a Persona.
Edit a Persona
From the Manage Personas modal, click the Edit icon on the right of the Persona that you want to update.
Use the filters on the left to make any changes you need. Apollo then displays the filtered records on the right.
Click Save Persona to activate the changes.
You have now edited a Persona.
Delete a Persona
From the Manage Personas modal, click the Delete icon on the right of the Persona that you want to delete.
Click Delete to confirm that you want to delete the Persona.
You have now deleted a Persona.
Re-order a Persona
From the Manage Personas modal, hover over the two bars to the left of your Persona's name until the cursor changes to an open hand.
Click and hold the row, drag it to where you want it to go, and drop it.
You have now reordered a Persona.