Choosing the Highest Level Contact from Multiple Company Rows

I have multiple contacts from the same company in separate rows. I want to choose the highest level contact among them. What's the best way to review and compare multiple contacts from the same company and choose one?

5 comments

Channeled
APP
·
·
To compare and select the highest level contact from the same company, use Clay's Find People feature with these filters: 1. Filter by organizational level (C-suite, VP, Director) using the "Job title" filter to identify senior leaders. 2. Use seniority filters to find executives and leadership positions like VPs, Directors, and Heads. 3. Review job titles and functions to determine hierarchy - C-suite contacts typically outrank VPs, who outrank Directors. After filtering, you can write to table with your preferred contacts for further analysis.
Sources: Find People overview | Documentation | Clay University Find People [Clay 101] - Clay University Find People [Clay 101] - Clay University
Tekbar
·
·
Not exactly. I already have a list so I want to work on the list and choose the best (highest level) contact among options which spreaded to multiple rows.
Tekbar
·
·
I will wait for your answer
Bruno R.
·
·
Hi Serdar, thanks for your message - is there a separate table where you're storing the companies that you ran the people search on top? If yes, then you'll be able to lookup all the people associated to a given company using the lookup action, and then pass the context of the lookup to a useAI column to determine the most senior person among the people search results. In case it helps, here's an example of how to pivot data between tables using a Lookup integration which is a related tool that could fit into the concept of pulling in data from Table A to Table B if there's a matching record like the same company for example: https://www.loom.com/share/ad767e3be9914d19a2f6647efe4dfa85?sid=b392b189-1b2a-4fba-a8dc-edb8032f79b1. You can read more about this feature in this docs page.
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.

Choosing the Highest Level Contact from Multiple Company Rows | Clay