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Issue with Missing Table Option in New Feature | Clay

Issue with Missing Table Option in New Feature

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I am in the cohort. when i follow Yash - he clicks new - when i go to new - there is no table option but only a workbook option. how can i fix this?

3 comments

· Sorted by Oldest

Channeled
APP
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We've recently introduced workbooks to help manage multiple tables more efficiently. To create a new table: 1. Click "Create New" > "Workbook" 2. Once in the workbook, click "+ Add" at the bottom to create a new table 3. Choose between a Company Table, People Table, or Custom Table Workbooks allow you to organize multiple tables in one place, improving workflow management. If you need further assistance, please ask and I'll be happy to help.
Sources: New at Clay | Clay.com Create New Table Find Companies [Clay 101] - Clay University
Stefano
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Hi abe, thank you for reaching out. What type of action are you trying to create? In the top of the screen in the home menu you should be able to see various options to quick start a new table:
(80 kB)
If these do not work, you can still use a workbook to achieve the same functionality of a table.
Channeled
APP
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