How To Search Contacts Based On Job Title And Location?

You can deepen your search and filter out your contacts based on job title, country, and city. You can use these filters to segment and create lists for concentrated efforts.

Below is the detailed steps on how to conduct this search.

Search Based on Job Title

To search by specific job title:Search by Job Title

  1. Open the filter on the Contacts Page
  2. In the ‘search bar’ inside the filter, type “title=JobTitle
    • This will search for any contact having the exact job title
    • Eg: If you type “title=Director”, it will give you the results with everyone having ‘Director’ as their job title.

 

If you would like to use specific parameters, you can also search the Job Titles in the following way:

  • If you type “title=%Director%“, it will search for any contact having the word “Director” in the job title.  
    • Eg: “Marketing director” or “Director Marketing” or “Assistant director marketing”, etc.
  • title=Director%“, will search for all occurrence of “Director” in the job title followed by anything. The job title has to start by Director.
    • Eg:“Director” or “Director Marketing”
  • title=Director%“, will search for all occurrence of “Director” in the job title followed by anything. The job title has to start by Director.
    • Eg: “Director” or “Director Marketing”

Search based on Country

To search your contacts by country:

  1. Open the filter on the Contacts Page
  2. In the ‘search bar’ inside the filter, type ‘country=CountryCode’ or ‘country=CountryName’ in the search bar.
    • Eg: country=united kingdom
  • The results will now display only the contacts having an address in the Country you are searching for.

Search based on City

You can also filter down your contacts by the City they are in. To search the contacts by City:Search by City in UPilot CRM

  1. Open the filter on the Contacts Page
  2. In the ‘search bar’ inside the filter, type ‘city=CityName
    • Eg: city=san francisco
  • The results will now display only the contacts having an address in the City you are searching for.
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