Trouble Updating Leads: Investigating Clay Filter Issues

Hey team, been trying to get new leads from the source and it hasn't updated in a month since first created at end of April/beginning of May, can you take a look? https://app.clay.com/workspaces/449716/workbooks/wb_0svhr5rciU5UhYbN9Xv/tables/t_0svhrd2PXywV3cgRzt9/views/gv_0svhrd4hPGy49Gks8cJ Did Clay sunk the "max/min month at current role" filter?

4 comments

Channeled
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Your lead source hasn't updated because Clay doesn't automatically reprocess previously generated data when you change source filters. Even if the source preview shows updated filters, the table won't refresh until you manually re-run the step. To see updated results, you need to either: 1. Delete and re-run the step 2. Duplicate the table with the updated source For automatic updates, you can use Clay Scheduling to refresh your sources on a recurring basis (daily, weekly, or monthly) without manual intervention. Regarding the "max/min month at current role" filter - there's no indication in our documentation that this filter has been removed or changed.
Sources: Build a sustainable growth engine with Scheduling - The GTM with Clay Blog Sources | Documentation | Clay University Sources | Documentation | Clay University
Andi D.
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I did manually re-run the step, been testing/trying on weekly basis
Channeled
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There could be a few reasons why your lead source isn't updating despite manually re-running the step: 1. The source might not be finding any new leads that match your criteria during each refresh. 2. There might be an issue with how the step is being re-run. When you re-run a step, make sure you're completely deleting and re-running it, not just refreshing the view. For more consistent updates, consider setting up Clay Scheduling to automatically refresh your source on a regular basis: ** Click the source column's title ** Under "Run this source," select "On a schedule" ** Choose your preferred frequency (daily, weekly, or monthly) ** Toggle "Update existing rows" if needed Regarding the "max/min month at current role" filter, our documentation doesn't indicate any known issues with this specific filter.
Sources: Scheduled sources | Documentation | Clay University Sources | Documentation | Clay University
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Trouble Updating Leads: Investigating Clay Filter Issues | Clay