Hi! I'm looking to use a specific table with the inputs and parameters that I used to enrich for another table in a different city. Is that posible? Trying to use the templates but it's not working
You can modify an existing table's configuration to use it for a different city in two ways: 1. Modify the existing source: ā¢ Click on the Source Column in your table ā¢ Select "Sources" from the menu ā¢ Click on the source you want to modify ā¢ Click "Edit source" ā¢ Update the search criteria or filters (like changing the location/city) ā¢ Click "Submit" to save and re-run with the new configuration 2. Use the "write to other table" feature: ā¢ Create a new table for your different city ā¢ Use the "write to other table" feature to send the results to your new table ā¢ You can then rerun the enrichment columns to refresh the data with the new locationRemember that whenever you add new company data to your company table, you can rerun the lookup in your people table to pull in the enriched company data, ensuring you have comprehensive information for each location. Sources: Enrich People (Waterfalls) [CRM Enrichment] - Clay University Table sources overview | Documentation | Clay University
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Can I use the inputs that I used to search for companies as a template to search for another company?
Yes, you can reuse your search parameters as a template for finding other companies. When using the Find Company search, you can: 1. Use the same search parameters you previously set up: ā¢ Company type ā¢ Industry ā¢ Location ā¢ Keywords ā¢ Size limits ā¢ Description keywords 2. You can also use the "Company Lookalikes" feature by entering different company domains or LinkedIn URLs while keeping your other filters (country, size, industries, etc.) the same.Just adjust the specific company identifiers or location details while maintaining the other parameters that worked well in your previous search. Sources: Find Company overview | Documentation | Clay University Find Company Lookalikes with Companies, People, Jobs
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How do I automate this parameters?
When searching for companies, you can save time by setting up consistent search parameters in a few ways: 1. For company lookalikes, you can create a standardized search by using: ā¢ A comma-separated list of company domains or LinkedIn URLs ā¢ Predefined filters for: ā¢ Country names ā¢ Company types ā¢ Company sizes ā¢ Industries to include/exclude ā¢ Description keywords 2. For keyword-based searches, you can set up: ā¢ A specific query structure ā¢ Filters for: ā¢ Technologies ā¢ Categories ā¢ Features ā¢ Country ā¢ A set number of results (up to 5000)When running your search, make sure to: ** Set an overall record limit to manage credit usage ** Preview the results before importing * Review and refine your criteria as needed to ensure relevance Sources: Find Company overview | Documentation | Clay University Find Companies by Keywords with Store Leads Find Company Lookalikes with Companies, People, Jobs
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