Clari Studio Fundamentals

Welcome to Clari Admin University

In this three-hour session, you’ll learn how to master all of Clari’s Admin modules. You’ll learn the ins and outs of creating role-based Views & Dashboards, managing users, loading quotas, handling certain Salesforce changes in Clari, and so much more. You’ll walk away with best practices for everything from setting up the perfect mobile experience for your VP Sales to building a QBR dashboard that will save your team hours of admin work.

Who should take this course?

Those who have completed a Clari University session.

Prerequisites:

Clari University 101

Duration:

3 Hours

What we'll cover:

• Fundamentals
• Clari & Your Hierarchy
• Field Configuration
• User Management
• Saved View Management
• Dashboard Building
• Dashboard Management
• Hierarchy Management
• Quota Management
• CRM Changes that Affect Clari

This event has ended. Check out Clari Studio Fundamentals on demand in Clari University.