Can I Copy and Tweak Filters for a New People Search?

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I have a people search, is it possible to copy most the filters and tweak 1 or 2 things to create a new people search, or do i have to build it out again from scratch

2 comments

· Sorted by Oldest

Channeled
APP
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Yes, you can modify an existing people search. If you click on the "Imported Profiles" column > Sources > Last Search, you'll see a blue "Edit Source" button. You can click this button to refine your search further and adjust specific filters. However, it's important to note that any changes you make will not affect the profiles you've already imported - they will only apply to new searches. Source: Find People [Clay 101] - Clay University
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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 02 Support.

Channeled
APP
·
·
Yes, you can modify an existing people search. If you click on the "Imported Profiles" column > Sources > Last Search, you'll see a blue "Edit Source" button. You can click this button to refine your search further and adjust specific filters. However, it's important to note that any changes you make will not affect the profiles you've already imported - they will only apply to new searches. Source: Find People [Clay 101] - Clay University
Channeled
APP
·
·
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 02 Support.