Mikey Pawell

Commented on Associating Prospect Accounts with Customer Accoun...·Posted in02 Support

Based on a few characteristics

Commented on Associating Prospect Accounts with Customer Accoun...·Posted in02 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 in02 Support

Mikey Pawell

Yes they do

Commented on Associating Prospect Accounts with Customer Accoun...·Posted in02 Support

Mikey Pawell

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

Posted in 02 Support·

Mikey Pawell

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 in02 Support

Mikey Pawell

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 Quan (Clay)

Posted in 02 Support·

Mikey Pawell