How to Exclude Companies from New Leads in Clay

·

Hey guys Could you please help me? I am going to use Clay to find new leads. But before I start finding new companies and then people inside them, I need to exclude those companies that I'm already cooperating with just to avoid sending them sales emails. How can I do that? Because right now, while creating a table, there is no field "exclude company".

✅1

3 comments

Ilya Z.
·
·
there is no table yet
Clay Team
APP
·
·
Hi Ilya, thanks for getting in touch! At the moment we cannot include other tables for referece when creating new tables, the team is working in an implementation for this, however you can do this workaround: 1. Create table1 and enter there all the excluded companies. 2. Create table2 with your new search and perform the basic enrichment (no credit cost).3. Use the lookup function to identify matches with table1, then proceed with all the enrichments for the unmatched companies, you can run a conditional formula. check this video to learn more about the lookup function: The Lookup Record integration can help with that. Here's a video and our docs page for Lookup Record!
Ilya Z.
·
·
Hi Juan thanks for the recommendations, I'll try