Last updated: June 2023

To refine personnel or contact list based on certain criteria, you may use the People Filter. Do note this filter is only available to corporate plan users.

https://lh3.googleusercontent.com/0V3QZ6vu2H9Mz0gfbTlG2DOZiiTfFnUa4UPh110eoUi1g9J0Kp5DR3jUcHyEnV6XbCI4a_lHUkaVwZzdaCTuG8VDShu5frg2-btNjPZUz26U3_7ewAGTle-5MrJOAcVkveKxcQA9OjbHhcSGH1k_qsU

There are multiple types of people filters, including

a) Job Function

This filter is applied if you wish to narrow down the contact list to 1 or more departments/job functions of your choice. For example, if you are just looking for contacts within the marketing department, select Marketing/Communications.

https://lh6.googleusercontent.com/0JqqoZWckX_HRg-Y3zf_ZuyEeuLrg64X7XiBwkEjIlNK-fw-6FZRsxprsZuLVWcA9Dwdagum34LYwCFPFAF_vHbALG1yl49hwbWof5GP4B0Ye7YbtMlLGmiWXX4vXTeYFKVitJJKip9ig540OeOTdVw

b) Seniority

Not everyone within a company would be your target audience. For example, if you wish to approach a person with decision-making authority, you may want to target contacts in a senior position such as the ‘Head’ of a department. You may select more than 1 seniority at each time.

https://lh5.googleusercontent.com/YdOga720Vlzyf4nslSWoovoHsh6xr3pDNxiN5DyebkC0dyZ3W2Ud6d6hwbZjCo4AaX4vczNoy-_tzOm4LJLis5PxC6dG__Daa7hXKNHl1VG9bn5IV9EFL-TqnUr_Ut-M0yaTJTQrsODeaCWzxG165bM

If you wish to look for contacts who are the heads of the marketing department, you can apply Job function= Marketing/ Communications and Seniority= Head.

https://lh4.googleusercontent.com/_WSq2O659Ks9goKit6P2CHDYR6s_Yuzx4XwW-BS4UfB-z7isqDqxa7kp-r_Hlj8DsYyuq9BIyDxFx6NqhfoF6194fED7U6tUyFyMjOqHmgDbDoqa-6epO99CL6UBhoeD6QEStMBYWGV7PXqEAF7_b6c

c) Job title

The Job Title filter functions as a keyword search specifically for job titles. This can be applied when your goal is to look for a list of contacts that has specific keywords in their job title. For instance, you may enter keywords such as CSR if you were to look for personnel responsible for Corporate Social Responsibility within the company.

https://lh6.googleusercontent.com/d8Eg-mx_vDhqqaqY8Z8OYlm3nCiafApJ55MjjcshhZK9f8lyDB4BVKh2PWL5crUUY4GMKN1J1YSIgt6WxjuKQ2CYACQW_JvIWweihSV2oo30dDYq8TWBe19T0YfvNsWZ1WEHZtALnmdz8T5khQpAiRY

The personnel list will be refreshed to display records with ANY of those keywords in their job titles.