Mikey P.

Commented on Associating Prospect Accounts with Customer Accoun...·Posted inClay Support

Based on a few characteristics

Commented on Associating Prospect Accounts with Customer Accoun...·Posted inClay Support

Basically I have a list of 500+ customers. When adding a new prospect account to our SFDC I want to be able to find the most similar current customer of the 500 list

Commented on Associating Prospect Accounts with Customer Accoun...·Posted inClay Support

Mikey P.

Yes they do

Commented on Associating Prospect Accounts with Customer Accoun...·Posted inClay Support

Mikey P.

https://app.clay.com/workspaces/13584/tables/t_bT5cigXNAdOT/views/gv_O1UghkDbiRKE

Posted in Clay Support·

Mikey P.

Associating Prospect Accounts with Customer Accounts: Need Assistance

I'm trying to find a way to associate a prospect account with a similar current customer based on a few characteristics (Employee count, Industry, Last Funding Round) I know this is possible with Clay / AI, but am struggling to make it happen. Can anyone help me out here?

8Comments

Commented on Best Method for Checking Duplicates in Salesforce...·Posted inClay Support

Mikey P.

Appreciate the advice. I ended up doing a combo of (name + company name) & LinkedIn URL Adding some type of automatic de-dupe check for Clay would be next level Matthew Q.

Posted in Clay Support·

Mikey P.