How to Create Stages and Track Relationships in Apollo

Contact and account stages in Apollo help you track your progress on sales and marketing pipelines. They also label each account or contact with a progress designation. The additional analytical insights can help increase productivity as well.


Refer to the sections below for examples and suggestions on how to set up contact and account stages.


Timestamps
00:00 - Intro
00:21 - CRM Contact Fields
01:08 - What is a Stage in Apollo?
01:45 - How to Create a Stage in Apollo
02:04 - Stage Mapping Best Practices
03:24 - Creating Triggers
04:34 - Call Dispositions
05:03 - Account Stages
06:13 - Outro


About Apollo


Apollo is an all-in-one sales intelligence platform with tools to help you prospect, engage, and drive more revenue. Sellers and marketers use Apollo to discover more customers in market, connect with contacts, and establish a modern go-to-market strategy. Apollo's B2B Database includes over 265+ million contacts and 30M companies with robust and accurate data. Teams leverage Apollo's Engagement Suite to scale outbound activity and sequences effectively.


Learn more: https://www.apollo.io/


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