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Filter job changes results with your personas and your ICP
Filter job changes results with your personas and your ICP

Filter job change results for champion tracking using persona definitions and ICP criteria to surface only the most relevant contacts.

Updated over a week ago

The benefit of filter(s) is that it ensures job change results are only created when the contact is relevant to your sales team and worth activating.

For example, if a former CMO from a customer account starts a new role as a Farmer, you likely want to archive the contact rather than take action. By applying filters, you can easily manage this type of scenario and avoid unnecessary engagement.

To use LoneScale like a pro, we advise you to read:


1️⃣ Go to your CRM (Salesforce or HubSpot) settings

2️⃣ Go to CONTACTS - JOB CHANGES

3️⃣ Create your filter(s)

Create one or multiple filters to define what happens when a company job change is detected:

If your scenario involves creating a new record and archiving the previous one:

• Create a New Contact

• Create a New Lead

• Optionally, Create a New Company if the new employer doesn’t exist yet in your CRM.

If your scenario involves updating an existing record when a job change occurs:

• Update the Contact

• Update the Lead

To create a filter, you can use:

  • your personas

  • your account segments

  • and the number of months a contact has been in their new role

💡 ⚠️ Pro tips

If you’ve set up enrichment for contacts with job changes, it won’t be triggered if those contacts are filtered out by your job change filters.


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