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:
• Going to the "Imported Profiles" column in your original table
• Clicking on Sources > Last Search
• 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:
• The same search query or external list
• Matching filters for company, job title, experience, and other criteria
• Similar record limits and per-company limits
Sources:Create a WorkbookFind People [Clay 101] - Clay UniversityFind People Overview - Clay University
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