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4 comments

  • Avatar of Effy M.
    Effy M.
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    On the top there, click actions share as template

  • Avatar of Tijana T.
    Tijana T.
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    Oliver M. What I do is I just duplicate the campaign, and that gives me the same clay table setup, but without contacts, which is what I want.

  • Avatar of Oliver M.
    Oliver M.
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    Thanks Tightknit Effy M. its more so when using a slightly different workflow. If I import via Apollo and duplicate the table, would only work with another Apollo/CSV import. But if I change to Prospeo export of Sales Nav then would need to be a different workflow. I guess you could just make multiple templates for scenarios. Was wondering if they had within the enrichment view where you can pre-select your own custom waterfall (that you’ve built)

  • Avatar of Tijana T.
    Tijana T.
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    Oliver M. I guess you can just hide and unhide columns for different purposes/exports so you can even use one same template.