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5,387 Members

Welcome to the Clari Circle

BIG NEWS: The Clari & Salesloft Communities are Merging! 🎉
One destination. One large network. This September.

New Sales Users

New Community Members

New Clari Admins

Welcome to Clari Circle

We’re thrilled to welcome you to the Clari Circle. The Clari Circle consists of the community, knowledge base, university, and technical support resou...

Forum|Forum|4 years ago

20600

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

Rohit AgarwalClari

CRM Score Vs Activity Score

Have you ever looked at the deal prioritization widget () and wondered what these two scores mean?🤔 What’s the difference between them? How are these two calculated, and more importantly, which to refer to when and for what? If yes, then this post is

brynjahillClari

Community Announcements

🎉 Big News: Something Exciting is Coming!

We've been busy behind the scenes, and we're thrilled to share that the Clari and Salesloft communities are merging into ONE destination. That's right. Two powerful communities. One place. More of everything you love. ✅ Access to a bigger, broader ne

brynjahillClari

August 2026 New Feature Release Notes

August 2026 New Feature Release Notes

Anticipated Release Date: August 11, 2026In this article, we will highlight Salesloft's newest features and functionality. New features are releasing in the following product areas:Salesloft - AI, Data, & CRM Salesloft - Cadence, Rhythm, & Wo

mgerbickNew Contributor

What's your monthly volume of recorded calls with Copilot?

Hi - I’m curious about other’s call volume with Clari Copilot. We use Teams and record about 2700 calls per month.

ShaneMT4992New Member

Getting Started in the Community

Unable to Register for Clari University

Hi Clari Community,I am a Revenue Operations professional with experience in Salesforce administration, revenue forecasting, pipeline analytics, GTM operations, and sales technology. I am interested in expanding my Clari platform knowledge and pursui

brynjahillClari

The Ultimate Predictive Revenue Cup

🏆 Announcing the Ultimate Predictive Revenue Cup Winners!

A huge thank you to everyone who participated in this year's Ultimate Predictive Revenue Cup!The competition was fierce, and it was incredible seeing everyone compete across the board.While our internal team members certainly brought their A-game to

brynjahillClari

The Ultimate Predictive Revenue Cup

⚽ World Cup Finals: Time to shout out your Revenue MVPs!

It all comes down to this: The World Cup Final. A championship team isn’t built overnight—it requires the perfect mix of talent, coaching, and the right gear.To celebrate the winners on your team, give a shout-out to your operations or enablement tea

brynjahillClari

The Ultimate Predictive Revenue Cup

The Semi-Finals Are Here: How Do You Push Deals Over the Line?

We’ve hit the Semi-Finals. The match is tight, the clock is ticking, and the best managers win by making smart, proactive adjustments to secure the victory.In the revenue world, this is the final stretch of the quarter. The solution isn't just playin

brynjahillClari

The Ultimate Predictive Revenue Cup

🚨 The Semis Are Here! Leaderboard Update + Spain vs. France Live Drama ⚽️

Hey everyone! 🏆It is time for a Leaderboard Update, and wow... things are getting absolutely wild as the Semi-Finals kicked off today!First off, can we talk about that absolute rollercoaster of a match between Norway and England? ⚽️🇳🇴🏴󠁧󠁢󠁥󠁮󠁧󠁿 Whether

brynjahillClari

July 2026 New Feature Release Notes

July 2026 New Feature Release Notes

Anticipated Release Date: July 7, 2026 Channels Call Recording Security ImprovementsAdmins can now control who within their organization can view call recordings. Three visibility tiers are available: the individual who made the call only, the record

ShaneMT4992New Member

Getting Started in the Community

Unable to Register for Clari University

Hi Clari Community,I am a Revenue Operations professional with experience in Salesforce administration, revenue forecasting, pipeline analytics, GTM operations, and sales technology. I am interested in expanding my Clari platform knowledge and pursui

mgerbickNew Contributor

Why was Copilot MCP Server removed from the July release notes?

Why was Copilot MCP Server removed from the July release notes? Can someone from Clari share an update on when we can get more information and when this will be released?

MichaelLukacsNew Member

Clari & Salesloft Integration

Why your revenue forecasts look accurate but are fundamentally broken

Revenue forecasts often look precise because the dashboards are clean and the numbers align but that’s exactly the trap. Most systems rely on historical data, fixed stages, and rep inputs that aren’t consistently updated. So while the output appears

bryanbellNew Member

Deep Link URL Creation

Hello,I need help creating Deep Links with Clari. I would like to share a link to the Clari “Deal Opportunity line with the Expanded view “Insights” focus selected.Is this possibile?Thanks!

juli151New Member

Clari & Salesloft Integration

Timestamps for Forecast and Opportunity Comments (SFDC)

When changing my forecast comment or the Next steps / Status in Salesforce there appears a “log” in salesforce (who made the change and when).I would like to see the same in Clari. Is there a way to do this?

Neil PeggsNew Member

Best Practices, Learnings, Wins, & Tips

Customisable Indicators?

We’re a business with 50% customer self serve and 50% managed services, opportunity led business. Self service revenue and volumes do not touch our opportunity objects in salesforce, has anyone else found a way of delivering customisable indicators

Brian FayNew Contributor

Emailing Dashboards on a regular basis

I would like to have a Dashboard sent to me on a regularly scheduled cadence. Is that possible? If that is not possible, is it possible to do so for reports? This would be similar to dashboards in SFDC where both can be sent regularly

Dipti VyasNew Contributor

Senior Sales Success Specialist

Hi Clari Community 👋My name is Dipti with Smartsheet. I used Clari for pipeline, forecasting, review deals with sales teams. Looking forward to get started and better support the sales team.

Constantin LargeanuNew Contributor

Native module/view for upcoming team meetings

We want a single view in Clari/Copilot to see all future scheduled meetings for a selected team. In our tenant, Copilot → Team Calls does not show meetings after today even with a future custom date range. Is there a native module/view for upcoming t

Jamie AndersonNew Member

Questions to Ask Clari

Recurring Meetings Not Appearing as Upcoming Activity in Clari

Hi Clari Support Team,I am reaching out because I have recurring meetings scheduled with clients via Outlook, but they are not showing up as upcoming meetings under my account activity in Clari. Several of my accounts are displaying no upcoming meeti

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