Tracking Contact Lead Tenure and Company Changes in Clay CRM

Ben K. · 2024-02-23T03:44:29.873Z

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?

Tracking Contact Lead Tenure and Company Changes in Clay CRM | Clay

13 comments

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Clay Team
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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)
Clay Team
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970a2cdd-988a-4048-966d-f6e672a4cbd9.png(79 kB)
Clay Team
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for the second question, you should refresh the table manually as there are no scheduled updates
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?
Clay Team
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You can change this to second item,third...
838d6f02-cfb6-40ba-84a0-3f2600d16107.png(71 kB)
Clay Team
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and pull columns with all the past experiences
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
Clay Team
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
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?
Clay Team
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Hi Ben K., happy to jump in here! Give me a second to take a look
Clay Team
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Ben K. recorded a loom for you here: https://www.loom.com/share/c50e99188513452387fab671a72f0003?sid=d605cf8f-39df-424b-89fb-83f3a4ac3069
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.
Clay Team
APP
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Ben K., great! I'm glad this helped:)

Clay Team
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)
Clay Team
APP
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970a2cdd-988a-4048-966d-f6e672a4cbd9.png(79 kB)
Clay Team
APP
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for the second question, you should refresh the table manually as there are no scheduled updates
Ben K.
·
·
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?
Clay Team
APP
·
·
You can change this to second item,third...
838d6f02-cfb6-40ba-84a0-3f2600d16107.png(71 kB)
Clay Team
APP
·
·
and pull columns with all the past experiences
Ben K.
·
·
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
Clay Team
APP
·
·
I recorded a loom video explaining the process, and also did one example in your table: https://www.loom.com/share/b273298e4e104f50916eac4c0adbe9d1
Ben K.
·
·
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?
Clay Team
APP
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Hi Ben K., happy to jump in here! Give me a second to take a look
Clay Team
APP
·
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Ben K. recorded a loom for you here: https://www.loom.com/share/c50e99188513452387fab671a72f0003?sid=d605cf8f-39df-424b-89fb-83f3a4ac3069
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.
Clay Team
APP
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Ben K., great! I'm glad this helped:)