Using the Title/Function Filter

CSG CONNECTed is an educational resource designed to empower and guide our customers to get the most out of their online leads portals whether you are in the office, attending trade shows, networking events, conferences, or on the go.

Our Title/Function filter allows you to narrow your search by selecting the title(s) of the personnel you wish to target.* This function is only available to those who have the Pro, Plus, or Premier databases. Log into your account on your desktop, smart phone or tablet to access your database and get started.

How to Use the Title/Function

On the left side of the screen will be many selection options for you to narrow your search by the criteria important for your campaign. For “Title/Function” you will need to select the “Personnel” option, then unselect “Include all”.

You now have the ability to search for personnel who are only Buyers, Executives, Management, or Staff. You can choose to select everyone in that group (recommended) or narrow your search even further by only selecting specific titles.

Once you have your query built, make sure the default “Per Person” is selected and hit “Run Search”.

Note: Selecting different title groups or mixing titles and Functional Areas may result in no matches.

If you require any assistance or wish to upgrade your database to include Title/Functions, please contact us and your Account Manager can help you over the phone or via a screen share conference.

Check out the other tutorials in our CSG CONNECTed archive