Forecasting tutorials for setting up your view as a Seller.
Best answer by MikeAdams
View original
How to for Seller forecasting function in Clari (not Manager). Are there video tutorials?
Userlevel 6
+1
- Thought Leader
- 72 replies
-
10 October 2022
- Answer
Hi Clai!
We had a Sales Rep Roundtable event earlier this quarter that covers how to use Clari for efficient Deal Inspection, Forecast Submission, and quick CRM Updates so you can get more time back in your day to close deals.
- You can find the deck and recording in that thread.
We also have an event coming up on October 12th on Clari Live: How to Onboard Reps Efficiently at Scale.
You can sign up for that session here:
Reply
Sign up
Please create your account below.
Clari customers and employees can click the first blue Log in button below.
Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.
Please reach out at community@clari.com if you need any help to log in.
Log in
Clari customers and employees can click the first blue Log in button below.
Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.
Please reach out at community@clari.com if you need any help to log in.
or
Welcome to the community
Create your account
Not a member yet? Join the Clari Circle Community to learn about our products, fine tune your craft, and accelerate your revenue career.
Create an accountClari customers and employees can click the first blue Log in button below.
Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.
Please reach out at community@clari.com if you need any help to log in.
Log in
Clari customers and employees can click the first blue Log in button below.
Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.
Please reach out at community@clari.com if you need any help to log in.
or
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.