Field Config Advanced Workflows

Patrick Nguyen (Sr. Product Specialist, Clari) explains how Clari’s “Modes” capability personalizes the experience for users by presenting the relevant deals and data, allowing your revenue teams to access the data that matters to them, and even granting visibility into relevant data for individuals who don’t own opportunities or accounts. You’ll learn key things to know about the standard opportunity, product, and split modes as well as common examples of custom modes that we see many revenue organizations use.

• Answer the question, “What is a Mode?”
• Key things to know about the standard Opportunity, Product, and Split Modes
• Common examples of Custom Modes you might use