Access and add contacts associated with a specific company to your database using Apollo integration. This feature streamlines locating contacts and their details for any company you choose.
Steps to Retrieve Contacts:
Access the Companies Module
Navigate to the Companies module within your platform.
Select Desired Companies
Choose the companies for which you want to find contacts.
Initiate Apollo Actions
Click on "Apollo Actions" and then select "Find Contacts."
Set Search Criteria
Enter specific criteria such as location and job title to narrow your search.
Search for Contacts
Click on "Search Apollo." Relevant results will populate based on your criteria.
Add to Basket & Checkout
You can add the desired contacts to the basket located at the top of the page and then select "Checkout".
Final Steps:
You now have two options:
Add Contacts: Directly add the selected contacts to your database.
Export to Excel: Export the contacts into an Excel file for further use.
With these simple steps, you can efficiently enhance your database with valuable contacts from Apollo!