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How to Filter Your Target Account List for Financial Services

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I have a Clay table for my target account list. I have added a filter on the Industry tab, as I want to Find People that only work for the Financial Services industry. When I try to Find People I think it will find people that work for any of the companies, ignoring the filter I applied. What can I do?

How to Filter Your Target Account List for Financial Services | Clay

4 comments

· Sorted by Oldest

Channeled
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The Industry filter in the Find People feature applies to the person's LinkedIn profile industry, not the company's industry. To ensure you're finding people in Financial Services: 1. In the Find People modal, use the "Industry" filter and select "Financial Services". 2. Set other relevant criteria like job titles or skills. 3. Click "Preview People" to check results. 4. If satisfied, click "Import" to add contacts to your table. Remember, this searches people's profiles, not company data. If you need to refine further, consider using additional filters like "Experience Title" or "Social Headline" with finance-related keywords.
Sources: Find People [Clay 101] - Clay University Source - Clay Find People with Companies, People, Jobs Find People overview | Documentation | Clay University
Haydn R.
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No. It is just a text column I added where I added the industry of the company in myself. I want to Find People at these companies but only the ones currently showing on my table (with the filter applied)
Channeled
APP
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Hello Haydn! Thanks for reaching out! Do you mind sending over your table URL so that I can take a look? Thanks! :)
Channeled
APP
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