Search for and Filter Contacts

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From the Find Contacts page, you can filter contacts by job functions and job levels. Here’s how:

Step Description Details
1 Select a contact in Find Contacts Follow the steps in the Getting to the Find Contacts page and then select a Contact.
2 Click the Filter icon To activate the filtering options, click the Filter  icon.
3 Select a Job Level filter To filter the contacts based on the job level, click the Job Level column.

1_Filter_small.jpg

Choose a filter by selecting the check box. For example, select the Director check box to see all directors in a company.

The results display all executives with job levels that you just selected.

2_Filter_small.jpg

Clear all check boxes to see all contacts.

4 Select multiple job level options Select the check box by multiple job levels to see executives with any of those job functions. For example, select VPDirector, and Manager.

With these filters selected you will see the executives with job titles as VP, Director, and Manager in contact search results.

5 Apply other filters Repeat the steps above to filter contacts based on Job Function.
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