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?
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You can create a centralized DB in google sheets or a faster DB like xano and when you are sourcing leads you can do a lookup record in your DB and if it exists it means they are your client and you do not proceed with that specific company/lead. You can control your runs via run conditions i.e do not proceed if the record is found via a lookup in your DB
Hmmm. Just read your question. Lets wait on their response. Thanks 🙂!
Can you share a loom on this?
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! 😊
We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!