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All collectionsFiltersPeopleHow can I limit the number of people selected per company?

How can I limit the number of people selected per company?

How do I ensure I don't re-export people I've already contacted

How to Filter Exports by Number of People per Company

 

Step 1: Start Your Search 0:00

  • Begin by conducting a search to generate a list of results.

  • Example: You may have 11,000 results from your search.

 

Step 2: Set Maximum People per Company 0:07

  • Decide how many people you want to export from each company.

  • Click on the option for 'max people per company'.

  • Example: Select '2' to limit the export to two people per company.

 

Step 3: Apply Your Selection 0:29

  • Click on 'apply selection'.

  • The system will filter the results based on your selection.

  • Example: The filtered list may now show 7,969 people, ensuring no more than two per company.

 

Step 4: Clear Filters and Search for Specific Companies 0:52

  • If you want to focus on a specific company, clear all filters.

  • Add a specific domain (e.g., 'Nike.com') to filter employees from that company.

 

Step 5: Reapply Maximum People Filter 1:02

  • Set the maximum number of people per company again (e.g., '1').

  • The system should now show only one person from the specified company.

 

Step 6: Check for Previously Exported Records 1:20

  • To avoid exporting the same person again, check your past exports.

  • Navigate to 'net new records' to see records that have not been exported before.

 

Step 7: Filter by New Records and Maximum People 1:30

  • In the 'net new records', select the total number of records (e.g., '10,000').

  • Set the maximum people per company (e.g., '2') to ensure no duplicates.

 

Step 8: Finalize Your Export 2:05

  • Review your selections to ensure you are not exporting duplicates.

  • Proceed with your export knowing you have filtered correctly.

Link to Loom

https://loom.com/share/fa561def81a94d7f9cb64ce46b540397

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