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Tracking Contact Lead Tenure and Company Changes in Clay CRM

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Hi, I had a couple of questions as I’m learning how to use clay.

  • How can you see how many months a contact lead has been at their company regardless of how many roles they had?

  • Is there a way to keep track or see when a contact switches/leaves to a different company?

  • Avatar of Clay T.
    Clay T.
    APP
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    Hi Ben, for the first question you should enrich the person with linkedin and pull this column:

    ab4be3f9-b1f9-44da-9d2e-dd8fc2b74c0b.png(96 kB)
  • Avatar of Clay T.
    Clay T.
    APP
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    970a2cdd-988a-4048-966d-f6e672a4cbd9.png(79 kB)
  • Avatar of Clay T.
    Clay T.
    APP
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    for the second question, you should refresh the table manually as there are no scheduled updates

  • Avatar of Ben K.
    Ben K.
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    Juan P. It seems like it pulls the latest role. What if a person has multiple roles within the company like they got a promotion. How do I see how long they’ve been at the company not just latest role?

  • Avatar of Clay T.
    Clay T.
    APP
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    You can change this to second item,third...

    838d6f02-cfb6-40ba-84a0-3f2600d16107.png(71 kB)
  • Avatar of Clay T.
    Clay T.
    APP
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    and pull columns with all the past experiences

  • Avatar of Ben K.
    Ben K.
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    Sorry, but I’m still having a hard time getting that info. Here is my table, all these employees are current employees still. I tried changing it to second item instead of first, but it doesn’t give me the total time they’ve been at the company for https://app.clay.com/workspaces/223167/tables/t_JhtQ5OPsRmyi/views/gv_4fKQ5YN8EY8D

  • Avatar of Clay T.
    Clay T.
    APP
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    I recorded a loom video explaining the process, and also did one example in your table: https://www.loom.com/share/b273298e4e104f50916eac4c0adbe9d1

  • Avatar of Ben K.
    Ben K.
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    It’s not quite what I need. I’m in interested in knowing for example how long has Ben Kochubey been at the company, he’s been at the company 3 years and 1 month. I don’t particularly care to know how long he’s been in a specific role. Is there a way for clay to tell me that this person for example has been at the company for 3 years and 1 month or would I have to use multiple formulas like first finding the difference between start/end date of the first role (data entry specialist) and a second formula finding the difference between the start/end date of the second role (Senior data entry specialist) and then combine them?

  • Avatar of Clay T.
    Clay T.
    APP
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    Hi Ben K., happy to jump in here! Give me a second to take a look

  • Avatar of Ben K.
    Ben K.
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    Thank you! Appreciate the help and quick responses. This was what I was looking for. I’ll use the example you gave as a reference.

  • Avatar of Clay T.
    Clay T.
    APP
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    Ben K., great! I'm glad this helped:)