Identifying Overlapping Leads in Multiple Lead Lists

·

Is there a way to mark leads in a lead list which are also present in another lead list?

· Sorted by Oldest

Channeled
APP
·
·
We don't have a built-in feature to automatically mark leads present in multiple lists, but we can suggest an efficient approach: 1. Use the "Lookup Single Row in Other Table" or "Lookup Multiple Rows in Other Table" feature to check if leads exist in another list. 2. Then, use the "Filter List of Objects" action to identify duplicates. Set the filter field to the lookup result. This method allows you to identify leads present in multiple lists. If you're on an Explorer+ plan, you can also exclude people from searches within the people search feature. Need more help? Just ask to talk to a person in this chat.
Sources: How to Check for Duplicate Leads in Clay Workbooks | Clay Owen C. | Clay
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.

Channeled
APP
·
·
We don't have a built-in feature to automatically mark leads present in multiple lists, but we can suggest an efficient approach: 1. Use the "Lookup Single Row in Other Table" or "Lookup Multiple Rows in Other Table" feature to check if leads exist in another list. 2. Then, use the "Filter List of Objects" action to identify duplicates. Set the filter field to the lookup result. This method allows you to identify leads present in multiple lists. If you're on an Explorer+ plan, you can also exclude people from searches within the people search feature. Need more help? Just ask to talk to a person in this chat.
Sources: How to Check for Duplicate Leads in Clay Workbooks | Clay Owen C. | Clay
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.