👋 Hello, team! I need support on 3 things when building lists: (1) How to exclude existing clients and tables that were enriched when creating a new table? (2) how to select multiple names at the same time to delete from an existing list ? (3) I uploaded a list and want to select contacts to add to an existing list. Thank you!
👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Hey Kiki, thanks for reaching out! Let us know how we can help! Looking forward to your message.
(1) How to exclude existing clients and tables that were enriched when creating a new table? (2) how to select multiple names at the same time to delete from an existing list ? (3) I uploaded a list and want to select contacts to add to an existing list.
Hey, thanks for reaching out! 1. Excluding existing clients/tables when creating a new table: • You can use the lookup feature in Clay to cross-check against existing clients or previously enriched tables. This will help exclude those records. You can learn more about how to set up a lookup with this Loom video guide. 2. Selecting multiple names to delete from an existing list: • You can easily select multiple rows in Clay by holding Shift or Ctrl/Cmd and clicking the rows you want to delete, then use the delete action. (left click) 3. Selecting contacts from an uploaded list to add to an existing list: • Use the “Write to Table” feature to add selected contacts from your uploaded list into another existing table. Here’s a detailed guide on how to do it: Write to Table - Clay 101. Let me know if you need more help! 😊
We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!