Filtering Companies with Score 3 for Targeted Prospecting

Aaron S. · 2025-01-21T18:34:21.714Z

i have on table that has a list of companies with the final analysis in a column being a score of 1, 2, or 3. i want to create another table that is meant to find contacts to prospect, but i only want to use the companies that are have a score of 3 in referencing the previous table. how do i do this?

Filtering Companies with Score 3 for Targeted Prospecting | Clay

6 comments

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Here's how to create a new table with contacts from your scored companies: 1. Go to "Add Table" and select "Find People" 2. In the Companies section, choose your existing table with the scored companies as the source 3. Use the "Exclude" section to filter and only include companies with a score of 3: • Select your source table • Set the matching criteria to filter for companies with score = 3 4. Set up your other search parameters for the contacts you want to find (like job titles, experience, etc.) 5. Click "Preview People" to review the results before importing them into your new tableThe new table will automatically be linked to your companies table, allowing you to reference company data alongside your prospect information. Sources: Find People overview | Documentation | Clay University Enhanced table exclusions, simplified email sequencers, Notion integration, Google Docs integration, and more! Find People [Clay 101] - Clay University
Aaron S.
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what does “with the SCORED COMPANIES as the source” mean? can you be specific? i’m not seeing this in my view
Channeled
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When you open the Find People search from your companies table (the one containing your scored companies), Clay should automatically connect to that table and populate the relevant company data. This means your existing companies table will be used as the source for finding people.If this automatic connection doesn't happen, you'll need to make sure you have the right table and data field linked before starting your search. Without proper linking, you might end up running a search that's completely unrelated to your scored companies. Source: Find People [Clay 101] - Clay University
Channeled
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Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Tanvi R.
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Hey there, thanks for reaching out! Do you mind sending the link to the table so we can take a look? https://downloads.intercomcdn.com/i/o/1171717996/ac7729f84b426e1d0358af02/image.png?expires=1737497700&signature=91397e738d78384f91bd88a708c5250e4a4936ff9203ffe9bf2f9347467b9a63&req=dSEgF85%2FmohWX%2FMW1HO4zYTywSz4D5AR2BKsam%2FhVPso4A%3D%3D%0A
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in Clay Support.

Channeled
APP
·
·
Here's how to create a new table with contacts from your scored companies: 1. Go to "Add Table" and select "Find People" 2. In the Companies section, choose your existing table with the scored companies as the source 3. Use the "Exclude" section to filter and only include companies with a score of 3: • Select your source table • Set the matching criteria to filter for companies with score = 3 4. Set up your other search parameters for the contacts you want to find (like job titles, experience, etc.) 5. Click "Preview People" to review the results before importing them into your new tableThe new table will automatically be linked to your companies table, allowing you to reference company data alongside your prospect information. Sources: Find People overview | Documentation | Clay University Enhanced table exclusions, simplified email sequencers, Notion integration, Google Docs integration, and more! Find People [Clay 101] - Clay University
Aaron S.
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·
what does “with the SCORED COMPANIES as the source” mean? can you be specific? i’m not seeing this in my view
Channeled
APP
·
·
When you open the Find People search from your companies table (the one containing your scored companies), Clay should automatically connect to that table and populate the relevant company data. This means your existing companies table will be used as the source for finding people.If this automatic connection doesn't happen, you'll need to make sure you have the right table and data field linked before starting your search. Without proper linking, you might end up running a search that's completely unrelated to your scored companies. Source: Find People [Clay 101] - Clay University
Channeled
APP
·
·
Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Tanvi R.
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·
Hey there, thanks for reaching out! Do you mind sending the link to the table so we can take a look? https://downloads.intercomcdn.com/i/o/1171717996/ac7729f84b426e1d0358af02/image.png?expires=1737497700&signature=91397e738d78384f91bd88a708c5250e4a4936ff9203ffe9bf2f9347467b9a63&req=dSEgF85%2FmohWX%2FMW1HO4zYTywSz4D5AR2BKsam%2FhVPso4A%3D%3D%0A
Channeled
APP
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in Clay Support.