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Department & Hierarchy

Search for specific contacts using criteria such as department or job position using Target.

Tamar Keenan avatar
Written by Tamar Keenan
Updated over a week ago

This tutorial will show you how to use the Department & Hierarchy filter within Target.

The Department & Hierarchy filter allows you to search for contacts based on various criteria such as department membership or job position.

To add the filter, first navigate to Search > Add filter, then select Contact Filters, followed by Department & Hierarchy.

For the purpose of this tutorial, we will be searching for contacts affiliated with procurement departments or functionally similar departments.

Click on the checkboxes under "Search for contacts in department" to add relevant departments to your search.

The number to the left of the checkboxes indicates the number of contacts that will be added to your results list, should you choose to add the department to your search.

Click on the arrow symbol to the left of the number of contacts to set the minimum amount of contacts you'd like to see in the corresponding department.

Use the plus and minus symbols or simply enter the minimum desired number of department contacts into the field.

Check or uncheck the desired hierarchy levels for your search under “Hierarchy level” at the top right of the screen.

Please note: The hierarchy level selection will be applied to all departments you have previously checked.

Finalise your search by clicking on the blue Contacts button at the bottom right.

Your results list will now show all contacts with the corresponding department affiliations and hierarchy levels.

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