Current in the Opportunity Grid, in order to filter to a particular manager’s pipeline and see all deals their reps own, you have to add a group for “Owner”, toggle to “Hierarchy” and then know what their Role Name is and select.
It would be great to instead be able to select the person’s name in the Hierarchy as opposed to the Role Name. As the leadership team grows and as promotions and terminations happen, keeping track of which manager belongs to which role is difficult.
+1Hi Stephen!
Your Clari Admin should be able to help with this by adjusting the naming conventions of your hierarchy in the Hierarchy Management Admin Module.
This article will walk you through accessing hierarchy management, editing your role hierarchy in Clari, and some important considerations to keep in mind when you're editing your hierarchy.
Your admin would be able to rename the different nodes of your hierarchy to reflect the rep/manager’s name instead of their role to prevent confusion.
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