Resources
Resources
Products
Events
Knowledge Base
University
University
Support

992 Topics
937 Replies
3,365 Members

Welcome to the Clari Circle

New Sales Users

New Community Members

New Clari Admins

Copilot Hub

Win every revenue moment with Clari Copilot.

Align Hub

Collaborate and close with Clari Align

Groove Hub

Sales engagement, reimagined

Recent Posts
Unanswered Questions

SF AdminNew Member

General Q&A

Salesforce Account field on opportunity grid

Hi I need to display some fields available on the salesforce account object on Clari Opportunity Grid, and Opportunity Details layouts. Do I need to create the same field at the opportunity level in SF to display the opportunity layouts in Clair?

1 day ago

Emily PickClari

Community Announcements

Sell on the Go with Groove+ Mobile App for iOS

When you’re out in the field, it’s easy to lose time between meetings, and small gaps add up—gaps that could be used for quick follow-ups, updating deals, or logging a key conversation with a prospect. Getting back to your computer just to manage these tasks feels like a missed opportunity, especially when every minute counts toward closing the next deal. That’s where the Groove+ mobile app comes in. Now, you can manage your sales workflow right from your iPhone, with no need to wait until you're back home or at the office. It’s the productivity boost you need to stay on top of your deals, even on the move. Manage Your Deals Without Missing a BeatGroove+ empowers you to take action wherever you are, ensuring no opportunity slips through the cracks. Whether you're waiting for your next meeting or heading back from a site visit, you can seamlessly keep your pipeline updated. It’s built for field sellers who want to stay connected to their deals without the need to be tied to a laptop. Wi

1 day ago

stacy.meadowsNew Member

General Q&A

Increase Waterfall Widget Cap on Dashboards

It appears there’s a cap of 2 Waterfall (Analyze) widgets on a dashboard. It would be helpful if there were at least 4 widgets possible. Trying to create a 4 quarter view of pipeline progression evolution for CRO.

5 days ago

nsarbudakNew Member

Introductions

Hello from Paychex!

Hello from Paychex. Excited to learn more from the Clari community!

5 days ago

bree.lewisEngaged Member

Introductions

Intro: Bree Lewis - RevOps Systems Manager

Hi my name is Bree Lewis, I’m a Revops Systems ManagerI currently don’t have pets unless you consider my kids (Wild ones) 😩My favorite activity currently is walking the trailsMy company recently implemented Clari not even a month ago and I’m most interested in learning about the admin certification.

131

6 days ago

Milind GandhiNew Member

APAC

Dummy Users not populating in Clari

I normally create dummy users with the purpose of having them sit in the Forecast hierarchy. Usually adding them to the right Teams and assigning them the appropriate hierarchy is all I need for it to populate correctly in SFDC, but for some reason these Dummy users are not showing up in my Clari forecasts. Anyone know what I might be missing here?

6 days ago

Jimmy MarinoNew Member

Best Practices, Learnings, Wins, & Tips

Clari Admin Certification

Hello, I signed up for Clari University a couple days ago but I still don’t see the Admin Cert course in catalogue. I read the courses available should have updated within 24 hours after I signed up. Can anybody help?

1876

6 days ago

Renee CrosbyNew Member

Introductions

Hello from CS Ops

Renee Crosby - Director of Customer Success Operations at SOCiMy pup Avett Scott Doodlebutt and I reside in Austin, TX which means some of my fave non work activities involve tacos, live music and taking Avett to the lake.I’m eager to learn more about leveraging insights from Copilot.

282

12 days ago

christinejleeClari

Community Announcements

Turn every conversation into actionable insights with Clari Copilot and Orum

Sales teams rely on valuable call data to drive smarter decisions. Now, with Clari Copilot’s integration with Orum, you can turn every conversation into actionable insights—automatically. By synchronizing Orum calls directly into Copilot, this new integration helps you capture, analyze, and store call data seamlessly, empowering your team to gain critical insights that help them improve forecasting, assess deal health, and enhance performance tracking. How Copilot and Orum Together Benefits YouCentralize All Customer Interactions in One PlatformWith Orum calls seamlessly synced into Clari Copilot, every customer interaction is now centralized in one place. Having a complete view of all communications allows your team to gain deeper insights and make more informed decisions at every stage of the sales process. AI-Powered Call Capture and AnalysisLet Copilot’s AI handle the manual work of capturing and analyzing every Orum call. Reps and managers no longer need to worry about manual d

580

12 days ago

Michael BaschNew Member

General Q&A

Share "stars"

I star opportunities in a list view. Is there a way to share that view and share my stars which I used to indicate risk I have on deals, or is it not possible for other people to see my starred opportunities (meaning that I’ve starred them, not meaning sharing an opporutnity I’ve starred)

221

13 days ago

SF AdminNew Member

General Q&A

Salesforce Account field on opportunity grid

1 day ago

stacy.meadowsNew Member

General Q&A

Increase Waterfall Widget Cap on Dashboards

5 days ago

Milind GandhiNew Member

APAC

Dummy Users not populating in Clari

6 days ago

Barbara ThomasNew Member

General Q&A

Curious about how other members are using Salesforce and Clari to track revenue?

Looking for inspiration and how-to from the community. Thanks

1051

10 months ago

Community Leaderboard

Show full leaderboard

Upcoming Events

Badge winners

Nicholas Westhas earned the badge Onboarding III
Nicholas Westhas earned the badge Onboarding II
ddevitthas earned the badge Innovator I
ddevitthas earned the badge Social I
ddevitthas earned the badge Onboarding III

Show all badges

Terms & Conditions Cookie settings

Sign up

Please create your account below.

Clari customers and employees with an app.clari.com login can click the first blue Log in button below.

Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.

Please reach out at community@clari.com if you need any help to log in.

Username *

EMAIL ADDRESS - Please use your corporate email to sign in. *

JOB TITLE:

COMPANY:

PASSWORD: *

I accept the terms & conditions

loginBox.register.email_repeat

Welcome to the community

Create your account

Not a member yet? Join the Clari Circle Community to learn about our products, fine tune your craft, and accelerate your revenue career.

Create an account

Clari customers and employees with an app.clari.com login can click the first blue Log in button below.

Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.

Please reach out at community@clari.com if you need any help to log in.

USERNAME or EMAIL:

PASSWORD:

Remember me

Forgot password?

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

Welcome to the Clari Circle

Community Leaderboard

Upcoming Events

Badge winners

Sign up

Clari customers and employees with an app.clari.com login can click the first blue Log in button below. Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in. Please reach out at community@clari.com if you need any help to log in.

Welcome to the community

Create your account

Clari customers and employees with an app.clari.com login can click the first blue Log in button below. Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in. Please reach out at community@clari.com if you need any help to log in.

Scanning file for viruses.

This file cannot be downloaded

Clari customers and employees with an app.clari.com login can click the first blue Log in button below.

Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.

Please reach out at community@clari.com if you need any help to log in.

Clari customers and employees with an app.clari.com login can click the first blue Log in button below.

Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.

Please reach out at community@clari.com if you need any help to log in.