Welcome to the Clari Circle

2 hours ago

ashubelClari

Top Use-Cases: Here's how teams are using Clari + Salesloft

We wanted to share the top workflows teams are already running — so you can help your reps get value fast. See the kickstart guide FOR FRONT-LINE MANAGERS: INSPECTION TO ACTION LIVEIn 1:1s & Forecast Cadences: Walk reps through their pipeline and

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3 days ago

ashubelClari

What do you think? We want to hear your feedback

What do you like? Which workflows have you tried? What would help communicate to your team? Leave questions or feedback for our product team

50

3 days ago

Tara YauchRegular Contributor

Questions to Ask Clari

Copilot - Analysts Usage Reporting

Hello -I have anaylst using Copilot and since they are not recording users, there is not a great way to track usage and frequency of them reviewing calls and gametapes. Is there a way to report on this?From PMM SVP: I'd like to establish a KPI for my

72

4 days ago

ashubelClari

How to: Use the Clari & Salesloft Integration

Welcome to the Beta!Here’s what you’ll need to get started using Salesloft with ClariMake sure you have the latest Salesloft extension installed Go to relationship insights: Try it in Opportunities Try it in Accounts Try it in Forecast Expanded Vi

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5 days ago

ashubelClari

Welcome to the Beta: Clari & Salesloft Integration

We are excited to invite you to become a beta tester of our first set of integrations as we work to become a single Predictive Revenue System! You’ll be the first to have access to Salesloft actions and email generation integrated directly into exist

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7 days ago

Kurt LeafstrandClari

February 2026 New Feature Release

Release Date: February 10, 2026 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features ar

450

9 days ago

Maiya VannNew Contributor

Renewal Dashboard Field Configuration

I am working with the Renewals team, and the Renewals leadership would like to explore whether the Top Deals widget can be customized for Renewals dashboards. Specifically, they are interested in determining whether certain columns can be renamed or

mgerbickNew Member

Copilot and Gainsight integration challenges due to license types

Hi everyone! We recently launch Copilot and as part of that, we turned on the integration to Gainsight. The challenge we are having is that Copilot will only update Gainsight when at least one internal attendee on the recorded call in Copilot has eit

291

12 days ago

TamimAzizNew Contributor

Adding more Source Objects to Field Config

Will you support the ability to add other Salesforce objects to the Source Object dropdown within Clari Core Field Config? We need to access the Contract Shell that is part of the ServiceContract object so we can gather insights from that object. T

464

13 days ago

Tara YauchRegular Contributor

Best Practices, Learnings, Wins, & Tips

Forecast Quota Uploads - FY Changeover

Hello My Dear Clari Community -I am a relatively new Clari Admin, this is my first year doing a FY Changeover with uploading quotas. Anyone out there in Clari land have some tips and tricks? Not finding much help in KB or anywhere on the web. Thanks!

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Copilot - Analysts Usage Reporting

2 hours ago

Tara YauchRegular Contributor

Questions to Ask Clari

Hello -I have anaylst using Copilot and since they are not recording users, there is not a great way to track usage and frequency of them reviewing calls and gametapes. Is there a way to report on this?From PMM SVP: I'd like to establish a KPI for my

72

4 days ago

ashubelClari

How to: Use the Clari & Salesloft Integration

Welcome to the Beta!Here’s what you’ll need to get started using Salesloft with ClariMake sure you have the latest Salesloft extension installed Go to relationship insights: Try it in Opportunities Try it in Accounts Try it in Forecast Expanded Vi

1072

W

5 days ago

ashubelClari

Welcome to the Beta: Clari & Salesloft Integration

We are excited to invite you to become a beta tester of our first set of integrations as we work to become a single Predictive Revenue System! You’ll be the first to have access to Salesloft actions and email generation integrated directly into exist

Maiya VannNew Contributor

Renewal Dashboard Field Configuration

I am working with the Renewals team, and the Renewals leadership would like to explore whether the Top Deals widget can be customized for Renewals dashboards. Specifically, they are interested in determining whether certain columns can be renamed or

30

10 days ago

TamimAzizNew Contributor

Adding more Source Objects to Field Config

Will you support the ability to add other Salesforce objects to the Source Object dropdown within Clari Core Field Config? We need to access the Contract Shell that is part of the ServiceContract object so we can gather insights from that object. T

464

13 days ago

Samuel LeeClari

Best Practices, Learnings, Wins, & Tips

How to update filters on Clari Studios for Forecasting Config

Say that you’re looking to make some changes and edits for your Clari Forecasting Tab. It all seems like it would be a straightforward task…until you see this: You could be thinking: “What is this? I’m not a coder! 💀” Well, here’s some good news fo

itadminNew Member

Delete audio from Clari Copilot

How do we delete a conversation / audio file

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19 days ago

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Lionel HarrisonNew Member

Questions to Ask Clari

Conditional formatting

We have a field that shows the Status of the opportunity based on how long it has been in any particular stage. the possible results are On Track, Nearing Delay or Stalled. I wanted to know if it is possible to have conditional formatting so that the

741

1 month ago

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Janica BillsNew Member