Creating Lists of Companies for Time Tracking and Acquisitions

Annie G. · 2025-03-20T16:14:12.198523+00:00

Hi! New to Clay - I want to create 2 separate lists: 1) companies that have demonstrated interest / buying intent in time tracking software and 2) companies that have made 5+ acquisitions in the last 5 years. any tips on how to do this?

To create your two separate lists in Clay, follow these steps: 1. Create two new workbooks, one for each list. 2. For the time tracking software interest list: • Use the "Find Companies" feature in your first workbook. • Set search filters for companies that have shown interest in time tracking software. 3. For the 5+ acquisitions list: • In your second workbook, use the "Find Companies" feature again. • Set filters to identify companies with 5 or more acquisitions in the last 5 years. 4. For both lists: • Preview the results to ensure they match your criteria. • Import the results into new tables in their respective workbooks. 5. You can further refine your lists using the "write to table" feature to add or modify data as needed. This approach will give you two separate, focused lists based on your specific criteria.

Sources: Find Company Lookalikes [Clay 101] - Clay University Find Companies [Clay 101] - Clay University

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