Implementing a Do Not Contact List in Clay for Lead Sourcing
Is there a way we can include a do not contact list of companies/contacts that/companies who are already our clients in our Clay so when we source leads, those contacts are excluded?
Is there a way we can include a do not contact list of companies/contacts that/companies who are already our clients in our Clay so when we source leads, those contacts are excluded?
Hey, thanks for reaching out! To handle this, you’ll want to create an exclusion table. Here’s an example: • Table 1: Your “do-not-contact” list. • Table 2: Upload your newly found data, then use the ClayLookup to cross-reference that data and remove any with a match. You can do this either through table filters or by selecting and deleting the matching rows. As for the exclusion in the Find People/Companies search, it only works for previous searches. The exclusion is calculated based on the results of those specific searches. Let me know if you need any further clarification! 😊
