Apollo

Business Development

Apollo finds the people Cabeau should be talking to: buyers, purchasing and category managers at travel retailers and distributors. Open it from the Apollo shortcut on your dashboard, or Cabeau Tools > Apollo > Dashboard.

Finding new leads with Apollo1:20 · narrated, with captions

Transcript

1. 0:02This video covers Apollo, the contact discovery that feeds new leads into your pipeline.
2. 0:08Open Cabeau Tools, then Apollo, then Dashboard. The Apollo shortcut on your home dashboard opens the same page.
3. 0:16Discovery searches Apollo for people who match these settings: their job titles, their locations, and their industries.
4. 0:24Run discovery now starts a search with those settings. Generate with Claude proposes real companies from a web search, and Apollo turns them into leads.
5. 0:34Further down, recent discovery runs show how many contacts each run staged, enriched or skipped.
6. 0:41Recent ingest records lists the people found, with their job title, company and a fit score. Higher scores match the profile more closely.
7. 0:51The counters at the top open each list. Pending Review holds the contacts waiting for a decision.
8. 0:57Open Dedups holds new leads that look like an existing account, so they can be merged instead of duplicated.
9. 1:05The block list keeps companies and domains you never want Apollo to bring in.
10. 1:11That is Apollo. Next, adding a new customer.

The Apollo dashboard

Smart buttons along the top count the Ingest Log, contacts Pending Review, Open Dedups and the Block List.

• Run discovery now searches Apollo with the settings below.
• Generate with Claude asks Claude to propose real companies by searching the web; Apollo then enriches them into leads. It runs in the background and the result appears under Recent discovery runs.

Discovery settings

Setting	What it controls
Run discovery on a daily schedule	Search automatically every day
Auto-create leads	Turn matches straight into leads instead of queueing them for review
Person titles	Job titles to look for, such as Buyer or Category Manager
Person locations	Countries to search
Organization domains, Industries, Keywords	Narrow the companies searched
Competitor keywords	Terms that mark a competitor’s buyer
Results per page, Max pages per run	How much one run pulls in
Use Claude to source leads, Companies for Claude to propose	Claude lead sourcing

Shared settings

These settings are shared by everyone who uses Apollo. A change affects every discovery run, so agree it with the team first.

Recent runs and the review queue

Recent discovery runs lists each run with when it started, its state, what triggered it, and how many leads it created, staged, enriched and skipped.

The Ingest Log lists every contact Apollo brought in: contact, job title, company, fit score and the decision. Contacts marked Pending review are waiting for someone to accept them. Open one to see title, company, website, location, fit score and any lead created from it.

• Dedup Candidates flags new leads that look like existing ones, so an administrator can merge them or keep both.
• Block List holds companies and people Apollo should never bring in again.