Hello from the UK!

Hi, @Nicki Saunders! Welcome to the community! Please feel free to continue asking any questions that come up for your about the platform or best practices here. If you haven’t already, I would definitely recommend checking out the New to Clari Course to ensure that you have all your “i”s dotted and your “t”s crossed in regards to the initial setup steps that will help your implementation go smoothly. From there, I recommend keeping the New Clari Admin Checklist handy. Since you’re implementing Clari, your contacts on Clari’s Professional Services and Customer Success teams will touch on many of these resources, but it’s a great place to start for all our resources to become an expert on the platform and learn best practices for common use cases as you get started.