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Request for additional columns in Inspect/Opportunities

  • November 1, 2023
  • 1 reply
  • 45 views
Kristian Schroder
New Member

Can we please allow more options to build out the column view?

 

I am looking for State to be included but other CRM fields would be great. As a leader across a larger geo being able to look at the opps by geographic data points too

Kristian Schroder

1 reply

Ash_Jordan
Clari
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  • Ash_JordanClari
  • Clari
  • November 2, 2023

Hi @Kristian Schroder - great to e-meet you! I’m Ash, here on the Clari Customer Success team, and have been working with @Christine Vinnicombe managing the Clari experience for Blackline Systems. 

 

The good news is we can add this ( and other fields ) easily now with Clari’s Self-Service Field Configuration tool!

 

That said, this administrative feature something available for Advance Ops such as Christine, and the Sales Operations Leaders. I will reach out to you shortly via email to get more information about what you’d like to solution 😃

Clari Customer Success
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