Use Job Titles to classify contacts in way that suits your needs.
The Job Title can be used to filter Contact selections so you can target certain contacts for mail outs and other digital communcations that you might want to have with the people recorded in your Contacts database.
Example
Some examples to use are: Director, Chief Executive, Chief Financial Officer, Sales Manager, Purchasing Manager, Accounts Manager, IT Manager etc.
Note: You don’t need to have an exact title to match every corporate title on every business card you collect. The main focus here should be to use the job title list to categorise your contacts into groups that “roughly” identify their job role and responsibilities. The goal is to allow you to target a certain group or groups of contacts i.e. sales calls to all ‘Purchasing Managers’.
Minimum Requirements
Use of Job Titles on Contacts is completely optional, so you don’t have to set up any at all if you don’t need to.
Changing Established Data
You can add Job Titles and update Contacts with new Job Titles at any time.
Panel Options
- Standard panel features
- Maintenance
- Views
- Audit – shows the audit of data changes made over time to the job title currently being viewed
- Where used – shows the list of contacts with the job title currently being viewed
- Contacts by Job Title – shows a list of all contacts sorted by job title
- Reports
- List Job Titles