Streamline contact update workflows with an improved user experience for updating contact lookup fields (e.g., Economic Buyer) for opportunities in Clari.
With this update, When selecting a contact, Clari will narrow contacts down to just those related to the account associated with the opportunity. Additionally, we’ve added Title and Email columns to help your team make the correct match if there are multiple contacts with the same name associated with the account. display Name, Title, and Email to help users select the right contact.
