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Utilizing Clay to Identify Additional Leads from Company Lists
hey team, I have a list of companies and a list of leads associated with them. What's the best way to utilize Clay to identify additional leads from these companies?
hey team, I have a list of companies and a list of leads associated with them. What's the best way to utilize Clay to identify additional leads from these companies?
👋 Hey there! Our support team has got your message - we'll be back in touch soon. If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Hello! Thank you for reaching out :) If you’re working from a table containing your list of companies, follow these steps: 1. Open Your Table: make sure your table includes the list of companies you’re targeting. 2. Click “Action”: In the top-right corner of your table, click the Action button. 3. Select “Find People at These Companies”: This will activate the Find People Search tool, specifically designed to find leads within the companies listed in your table. https://downloads.intercomcdn.com/i/o/w28k1kwz/1326804749/20c8e8d33f2d6c2c8d650b40a833/Screenshot+2025-01-08+at+5_13_37%E2%80%AFPM.png?expires=1736376300&signature=f2becfaec86f8d1c89146a89b7c7817a4b542461f2945e917685df9f87aa24ae&req=dSMlEMF%2BmYZbUPMW1HO4zSmAKMAtO%2B2sHr9XyJ0KfFa0Q1gdQpfTs1jlUlQJ%0AN0uZ%0A 4. Refine Your Search: Once the search tool is activated, set filters like job title, location, and experience level to target specific leads. Use the Preview People option to review results before finalizing. 5. Import Results: When you’re satisfied with the results, import them into your existing table or a new one. For tables with auto-update enabled, be mindful of ongoing credit usage. By following these steps, you can efficiently expand your list of leads within the companies you’re focusing on. For more detailed instructions, check out our Find People Overview Guide. Let us know if you have any other questions! 😊
Thanks Anaum! That part i understand! But given that I already have a list of contacts via CSV, what's the best way to exclude them OR find additional leads I don't have in CSV?
Should I just do a new search inside of Clay and use LookUp to match and then exclude?
I was hoping there's a quicker way 😁
Got it! You can import the list of contacts from the CSV into a new Clay table, then exclude that table when running the ‘Find People’ search. Let me know if this is what you were looking for! https://downloads.intercomcdn.com/i/o/w28k1kwz/1326833390/3d1d3906ced877e7011faf052e7a/Screenshot+2025-01-08+at+5_45_31%E2%80%AFPM.png?expires=1736378100&signature=b34d77e5ac8844a08c82774b3daa4c934d336ae9c93e80dfc293e99877cc1329&req=dSMlEMF9noJWWfMW1HO4zfPDc1iRnxv1pR0LAQkouGhVG%2BnQGB3QkfehvEoC%0AKlXH%0A
oh sweet! Thanks Anaum that’s exactly what I need
No problem! I’m glad that helped. 😊