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Salesloft + Clari Merger: Customer Frequently Asked Questions

6 months ago

1,271 Topics
1,231 Replies
5,275 Members

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Unanswered Questions

bryanbellNew Member

The Ultimate Predictive Revenue Cup

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!

awaddoNew Member

Clari & Salesloft Integration

Business Systems Manager

Hi everyone,I am Atif Ahmed, I manage the Business Systems team in India, which is responsible for Clari administration and Clari Studio configurations. I am looking forward to completing the Clari Admin certifications, expanding my knowledge, and co

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?

brynjahillClari

The Ultimate Predictive Revenue Cup

The Ultimate Predictive Revenue Cup

The Ultimate Predictive Revenue Cup

The World Cup is finally here, and it’s time to find out who has the best predictive strategy in our community. We’ve set up an exclusive, private ESPN Bracket, and we’re inviting you to lock in your predictions about who will win the cup this year a

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.

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

bryanbellNew Member

The Ultimate Predictive Revenue Cup

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

Clarip_SuccessNew Member

Clari & Salesloft Integration

Broken Integration for our Mutual Client!

Good Evening! Our mutual client is experiencing a technical issue. Can a member of your integrations team please reach out to me at your soonest convenience? My email is tied to my account. Thank you,Max LeachClarip Client Delivery Team

Janica BillsNew Contributor

Ability to enter dynamic goals on historical trend line dashboard widget for different leaders

Wondering if it would be possible to show a dynamic target for the goals on the historical trend line widget in Clari. Thanks,JanicaSilverfort

Gregg HartingNew Contributor

YTD Performance

In Clari Forecast, would love to see a way to see dynamic YTD performance based upon current quarter. That is if in Q2, I would see a column of YTD Quota (Q1 Quota + Q2 Quota) and YTD Results (Closed, Commit, Best Case & Pipeline). In Q3, this da

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