Today we have 2 ways of configuring Clari, Territory and Role hierarchies. If the account or opportunity team member objects could be referenced and used to roll up by, it would solve our current gaps in terms of overlays and supporting team members who may cover opps across multiple teams.
Ability to Reference the Account and/or Opportunity Team Member Object for Roll Ups/Visibility
+1- Thought Leader
Hi Nate!
Your CSM may be able to help set this up for your organization by helping you build a custom owner mode in clari.
Clari supports a level of flexibility that allows you to configure how deals are rolled up across your sales hierarchy.
This is how we support matrix organizations that need an opportunity to roll up to one team when that opportunity is owned by another team.
You’ll need to define a field on the opportunity object where you tag the team members who need visibility. You can even specify a unique amount field to track for that team.
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