This is where you can specify Departmental, Role and Firstname Lastname searches to narrow down the highest priority individuals in your insights.
Step-by-step
- The first layer of filtering within the People tab is in the Teams section, where you can add Departmental search terms, e.g. âmarketingâ, âsalesâ, âsustainabilityâ. This filter will identify and categorise employees within their departments, from LinkedIn data.
- N.B. Go as niche as required: âCloud Centre of Excellenceâ or 'imported homegoods'.
- The next layer of filtering People is by Job Title search terms. Letâs say you've specified a Departmental search term as âproperty managementâ; you can now layer in a Job Title search term of âbillingâ to zone in on your target contactsâ job functions and cross-reference these with their team. Perhaps you want to find âbillingâ managers within several different departments: not just âproperty managementâ but also âproperty salesâ and âland salesâ. We'll display your insights so you can see these cross-references clearly.
- In some instances, you may already know the specific individuals you wish to target, but you've not got perfect information on their goals and pain points. You can change that by adding first and last names as Specific People search terms, either in tandem with the above filters or on their own. This, coupled with your specifics as outlined in the Keywords tab, will tell you everything you need to know about these leads.