Apollo

Help & Support

FAQs

Contacts and advanced contact functions

Does Apollo have contact management?

Yes. Every Apollo workspace has an advanced Contact list, which can be seen by every internal user (users belonging to the main company in the workspace).

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Does Apollo offer contact tracking abilities?

Yes. Users with contact tracking abilities have access to extra functionalities while accessing the workspace contacts. They can:

  • Have notes on contacts that only selected people can access (everyone, just the creator, a selected department, or specific users)
  • Mark important dates for contacts (shared by all users with Advanced Contacts functions)
  • Have tasks associated to contacts
  • Have tasks associated to notes on contacts (or “follow ups”).
  • Work with cases and opportunities

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How many people can be enabled for Contact Tracking?

It depends on the plan you are on.

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Is apollo a full-on CRM?

No. Apollo is not a full CRM and it doesn't claim to be. However, Apollo will allow you to track contacts and to have your contacts tightly integrated with your projects.

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What are cases & deals?

They are a very important parts of the "Contacts" side of Apollo. Basically, with cases you can make sure that a bunch of messages, contacts, files etc, are all grouped under one heading.

For example, if you are thinking about buying a company car, you could create a case called "Buying a company car", and make sure that any comment related to that topic is filed under that case (as well as having file attachments etc.).

Deals are very similar to cases, with extra information: with deals you can decide how much a deal is worth, and see if you "won it" or "lost it" (and keep comments, file attachments etc. associated to each deal in one convenient spot).

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