Great news: You can now add even more context, information and segmentation to your contacts.
It's fair to say contacts are pretty important in Upsales. That's why you have many fields to build up each contact's profile. Now, you've got an extra field for adding even more insight.
When to use title category
Treat Title category as an field for internal reference. A place to add extra context and details, and to make sure the right contact appear when you search in your database. Your internal users see it, but your external customers won't.
Example 1: Your contact is a marketing manager and their official job title is "Technology Evangelist". This goes in the title field.
Imagine that your sales team has many different nationalities and languages. Some reps may not know what "Evangelist" means. In the title category field you could put "marketing manager", in the language of each sales rep.
Example 2: Your contact's official job title is "Co-Owner". This goes in the title field.
Imagine there are three Co-Owners in the same company. Each one is responsible for different functions. In the title category field you could put "Focuses on sales" or "Focuses on development".
Categorized for customer experience
Knowing this extra information means you can make sure you include the right people in the right campaign.
Your audience sees that you always use their correct titles – they don't see how you make it happen behind the scenes.
What's more, because these are saved and appear in the dropdown, there's no duplication. You add your pre-defined value, and your users only use what they see in the dropdown – they can't add free text (unlike with the title field).
How to use title category
Go to Settings>CRM>Fields>Contact.
You'll notice a Title category field, with a tick-box to enable.
if you don't see this option, get in touch and we'll enable it. Enabling this will also display fields for "first name" and "last name", instead of the one "full name" field.
Click on Title category and then click the "new value" button:
You can now add your title category. For this example we'll enter "interim Managing Director" and click Save.
Now, go to Settings>Sales & CRM>Companies & contacts and click My contacts in the dropdown:
Now, when you open an existing contact or add a new contact, you'll see a dropdown under Title category. Click this to see your newly added Title category.
Search & filter
Title category also appears in the filters when you're searching through contacts. Click All to configure your title category search: