Connector concept Sales
Clay
Explain where each enrichment field came from before using it in account segmentation.
Explore the conceptField definitions
Source dates
Segment rules
ClaySource context
Human review
A practical scenario
A sales operations team is reviewing a segment rule. Trace each field used in the rule to its source and observation date, then identify records that cannot be classified confidently.
Source material to consider
- Field definitions
- Source dates
- Segment rules
Before designing a connection
Record missing values explicitly; enrichment does not establish consent, accuracy or a present buying need.