Streamline Your Find Companies Search by Saving Territory Preferences

Michael D. · 2024-11-15T19:10:35.007024+00:00

Is there an easy way when creating a new Find Companies search for a specific territory to not always need to re-select all of the states/countries I want to include each time I create a new search?

Bruno R.

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Hi Michael, thanks for reaching out. Taking a look at this now!

Bruno R.

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Thank you for sharing this suggestion! You’re asking for a way to save people, company, and job search templates, which is a fantastic idea. Unfortunately, Clay doesn’t currently support this feature, so searches have to be set up manually each time. We really appreciate your feedback—it's incredibly helpful as we work to improve the product. We’ll pass this along to our product team to evaluate and explore how it might fit into the roadmap as a potential future enhancement.

Michael D.

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Okay good to know, thanks for the response Bruno R.