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How to manage movers / joiners / leavers in Clari...

  • November 4, 2022
  • 0 replies
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Parin Lad
Clari
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Whilst we salute those reps that move teams or get promoted to manager….it does involve some administration in the background to ensure reporting isn’t affected though...Clari’s got your back!

A customer asked me about this today and reminded me that there’s lots of great advice covering multiple scenarios here: https://claricommunity.force.com/customer/s/article/Transitioning-Sales-Reps