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How do you handle people with multiple current jobs?

We search across all current positions a person holds. In the results, we display the primary role, but you will see a "+1" indicator showing they have other active roles. This ensures you never miss a lead.

Handling Multiple Current Roles in the System

 

1. Introduction to Multiple Roles 0:00

  • Explanation of the topic: Handling individuals with multiple current roles in the system.

  • Example will be provided using the speaker's own profile.

 

2. Searching for a Profile 0:12

  • Navigate to the people's search feature in the system.

  • Enter the name of the individual (e.g., 'Elias').

 

3. Viewing Profile Details 0:26

  • Observe the primary role listed (e.g., 'Founder and CSO of AI Ark').

  • Notice the presence of a plus one icon indicating additional active roles.

 

4. Exploring Additional Roles 0:41

  • Click on the plus one icon to view all active roles.

  • Example: 'Founder and CSO of our Outbound Agency Ai bees is also displayed.

 

5. System Functionality for Role Searches 0:53

  • The system is designed to search across all current roles.

  • Example searches:

    • Searching for 'founders in a SaaS company' will include the individual.

    • Searching for 'founder in an Outbound Agency' will also yield the individual in results.

 

6. Conclusion 1:04

  • Recap of the system's capability to handle multiple roles.

Link to Loom

https://loom.com/share/cfddd4cb4ae84632b6b99a8dc7ebff07

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