Your First Align Workspace

You can have your first Align workspace live in under 30 seconds.

Clari customers will just start from the Clari Opportunity Grid, but if you don’t have Clari, you can start from the Align Dashboard at https://align.clari.com or from Salesforce.

From Clari Inspection Tab

1. Click on an opportunity that has no workspace yet.
2. Open the insights panel to MAP tab
3. Click “Create new MAP”
4. Template picker will open. Select a template OR start from scratch
5. The close date and customer name will be pulled from Clari or you can adjust the timing of the deal by moving the target go-live date
6. Click Create. 

From Align Dashboard

1. Go to align.clari.com.
2. If you’re not already logged in, you’ll be prompted to enter your email to get a new secure access link.
3. Click “Create new MAP”
4. Template picker will open. Select a template OR start from scratch
5. You can adjust the timing of the deal by moving the target go-live date and all the dates will shift
6. Click Create

NEXT STEPS

• Start customizing this workspace with your POV on how you can help the customer
• Share with your customers
• Create some value and sell some stuff!