Best Practices

Clay has a few different ways of organizing your people, and each one has its pros and cons depending on your workflow. We wanted to share more about why each of those...

The Clay Method summarizes some of the philosophies we built Clay around and our pillars of conscious communication. It'll provide a little context for the thought pro...

Introduction We’ve designed note-taking as a core part of Clay. We’ve done this because anecdotal and scientific evidence demonstrates that remembering what matters to...

Depending on what you've connected to Clay, you may have tens of thousands of contacts and people you've met in the past years. While some Clay members love having eve...

Getting Started Your client needs to sign in to Clay and give you delegated access to their account. Have them go to Settings > Members, then select ‘Add Member’. The...