I have created a workbook with a detailed search for the companies + a detailed search for the people. How can I create another workbook using exactly the same criteria for the search of people?
To create a new workbook with the same people search criteria:1. First, create a new workbook by clicking "+Create New" > "Workbook". 2. When you want to replicate your previous people search, you can access the original search criteria by: ā¢ Going to the "Imported Profiles" column in your original table ā¢ Clicking on Sources > Last Search ā¢ Using the "Edit Source" button to view your previous search parameters 3. You can then use these same parameters in your new workbook to set up an identical search with: ā¢ The same search query or external list ā¢ Matching filters for company, job title, experience, and other criteria ā¢ Similar record limits and per-company limits Sources: Create a Workbook Find People [Clay 101] - Clay University Find People Overview - Clay University
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