Shout out to our participants Neesha Modi, Carol Cabezas, Lee Enrile who came out and attended our first in-person Clari Admin learning session at Clari HQ on February 16!
We promised a robust learning session, workshopping alongside 3 Clari SMEs. Our Admin users asked questions to properly configure their Clari instances for their teams, leaving confident in their refined skills and usage of the platform!
We covered 3 main topics in our session, including:
(1) organize and audit user licenses/permissions, (2) manage the status of critical activity data signals, and (3) modify the layout of key fields in Opportunity & Analytics modules to align their org on the same metrics,
We also explored these topics a little further:
- Saved Views Management and Auditing
- User Management and License Allocation
- User Types and Activity Monitoring
- Provisioning and Set-Up Process
- Role-based Permissions and Field Configuration
- Opportunity Grid Configuration and Field Management
- Mode Settings and Deletion of Fields
On top of that, our attendees earned course credits towards the Clari Admin and Field Config Fundamentals courses and picked up some Clari swag, too. To say it was a jam- packed day would be an understatement!
We are excited to host more in- person learning sessions in the future! If you think we should come to YOUR city next, pop your suggestion below or from this survey and Iād be happy to connect to learn more!
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