How to Access Company Size in the People's Table Lookup | Clay

How to Access Company Size in the People's Table Lookup

Hey Support, I cannot find the company Size in the People's table lookup to bring over from a connected Company table. Size being the range of employee count provided by Clay. How can I solve for this?

7 comments

Channeled
APP
·
·
To bring over the company Size (employee count range) from your connected Company table to your People table: 1. Click on any cell in the Company column in your People table 2. When the lookup data appears, hover over the "Size" field 3. Click "Add as column" to add the company size as a new column in your People table Company Size is the self-reported employee count range that companies provide. If you've recently added or updated company data, remember to rerun the lookup to refresh the connection between tables.
Sources: Find Companies | Documentation | Clay University Data points: Company Size | Clay.com
Mehdi A.
·
·
Screenshots attached. I also converted the Size on the Company table to a Text column. The Size column does not show up when wanting to add as a column.
Channeled
APP
·
·
After converting the Size column to Text in your Company table, you need to rerun the lookup in your People table to refresh the connection. Click on any cell in the Company column in your People table, then use the "Force Run" option to update the available fields. If that doesn't work, try deleting and recreating the lookup column to ensure all updated fields appear.
Source: Enrich People (Waterfalls) [CRM Enrichment] - Clay University
Mehdi A.
·
·
I cannot find, force run. Where can I find it?
Channeled
APP
·
·
To force run and refresh your lookup from the Company table: 1. Right-click on the lookup column in your People table 2. Hover over "Run Column" 3. Select "Force Run All Rows" This will refresh the connection and pull in any updated fields from your Company table, including the Size column you converted to Text.
Sources: Enrich People (Waterfalls) [Automated Outbound] - Clay University Run Options Enrich People (Waterfalls) [CRM Enrichment] - Clay University
Mehdi A.
·
·
Cancel
Smit V.
·
·
Hi Mehdi,
Glad to see that your answers were questioned by our ChatBot. I'll tentatively mark this closed for the moment, but keep in touch if you hit other roadblocks. - Smit