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Best Practices for Uploading New Companies Without Duplicates

ยท
ยท

Afternoon! I am wanting to do a new company upload but i don't want to pull in companies that I have already done and waist credits. I tried using the 'exclude companies' list and uploading the companies I already have in my CRM but it won't let you add it, only original clay uploads. What do you suggest that I do to avoid this? Thank you

  • Avatar of Muhammad S.
    Muhammad S.
    ยท
    ยท

    Before enriching perform a lookup record in your CRM and remove all the companies that exists in your CRM and then proceed.