How to Edit Source in the Find People Function

·

Hi team, very basic question, how do I 'edit source' when using the find people function?

· Sorted by Oldest

Channeled
APP
·
·
To edit a source in the Find People function: 1. Click on the source column title in your table 2. Click "Sources" and select the name of the source 3. Click "Edit source" to adjust your search parameters This allows you to modify your search criteria without removing previously added contacts.
Sources: Sources | Documentation | Clay University Sources | Documentation | Clay University
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.

Channeled
APP
·
·
To edit a source in the Find People function: 1. Click on the source column title in your table 2. Click "Sources" and select the name of the source 3. Click "Edit source" to adjust your search parameters This allows you to modify your search criteria without removing previously added contacts.
Sources: Sources | Documentation | Clay University Sources | Documentation | Clay University
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.