Question for everyone - how do you exclude companies that you don’t want to contact using a csv file that you have to build a new companies search table?
Build a master “DNC” table and then do a “Look up” to see if there is a record. If a record exists, the workflow stops.I’ll be making a video tutorial on this exact topic this week
That would be really useful! so lets say if i have over 9K do not contact list and ive uploaded to clay as csv and when i create a new table uding the “look up” method, i should be able to filter them out? Is that right logically? Brandon C.
You can, the feature is called 'Lookup Row'. You'll have to connect your file to Clay, it's pretty straightforward
Don't know if it has any advantages or disadvantages compared to creating a table on Clay. Maybe Brandon C. has some insight on that
Brandon C. i have a quick quesiton regards to look up. i was managed to do this but i noticed that i can’t create a new view so i can filter those company that mattched “Do not contact List”