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Month-to-Month Pushes as a field table

  • August 26, 2024
  • 1 reply
  • 27 views

On the details of every each opportunity in the inspect view, we can see Month-to-Month Pushes, but we need to click on the name of the opportunity and to search for it. We would like to have the option to see as part of the table, with all the other fields of the SFDC and then to see it more easily. Also, on this case, we will have the ability to filter by the number of pushed we want, and then to know on what the managers need to focus. 

1 reply

Kenna
Community Manager
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  • Community Manager
  • August 27, 2024

Hi, @Shir Gnapp. If this is a field from CRM that you would like to see in the Opportunity Grid (sounds like it’s just in your Details Panel right now), then you Clari Admin can add the field to your Opportunity Grid (the table) using Field Configuration in Clari Studio!