Question to the clay pros Say I have a list of 10k prospects, from 3k unique companies Some companies have 5 employees, other 10, some just 1 How do you dedupe in order to keep up to x number of people per company, based on job title priorities? (my process involves breaking this down to multiple worksheets and lookup associations every time, but it's too time consuming. Wondering if anyone cracked this with something simpler)
You can dedupe by company and limit people per company using these methods: Option 1: Column Dedupe ** Click the company name column header and select "Dedupe" to remove duplicate companies ** Use the "Lookup Multiple Rows" integration to count prospects per company and create conditional formulas for actions Option 2: Auto-dedupe ** Enable auto-dedupe by clicking the Auto-dedupe icon at bottom right > "Enable automatic deduplication" > select your company column Option 3: Write to Table ** Transfer your column to another table and run deduplication using the "write to table" integration For job title prioritization, you'll need to sort by job title importance before deduping, as our dedupe features work on exact matches rather than priority-based selection.