Enriching Accounts with Net New Contacts from Apollo

1. On the Account’s page, scroll down to the “People” tab
2. On the top of the contact list, there will be 3 tabs labeled “Total”, “Net New”, and “Saved”.
3. “Total” refers to the total number of contacts that Apollo has found. “Saved” refers to the number of contacts we have reached out to at one point. “Net New” is the balance of these two categories.
4. We want to search in the “Net New” tab. Apollo is constantly updating its database, so we want to look in here for new leads.
5. If it's a small number, feel free to look through it manually. A lot of times there are 100’s if not 1000’s of net new contacts. In this instance, we want to use the “filter” functionality.
6. Click “Open filters” to the left of the “Total” tab.
7. In the filters open the “Persona” tab
8. By selecting the filters below you will surface all titles from Finance and Accounting

1. Click “Save Filter” on the top right-hand corner of the screen
2. Now you should have a list of relevant titles in front of you.
3. Save the appropriate titles.