Clari gives you visibility into all of the deals across your CRM, which is helpful when reviewing trends in your closed-lost deals and understanding how your team has performed over time.
With all of this account and opportunity data, sometimes, it can be helpful to specify the deals you are looking at a little further. This functionality is built directly into Clari’s search in both Clari Mobile and Clari Web.
When to use the Total, Open, and Closed options in Clari’s Search
- Maybe you are looking for a critical deal that supports your forecast and is still open. Search for the deal name and specify “Open” deals in your search to get a list of just the open deals that match your search.
- Perhaps you are looking back at a closed deal to confirm who you worked with on the buying team as you prepare for renewal.
- Or, if you would like complete visibility across all open and closed deals that match your search criteria, you can select.
Use the Total, Open, and Closed options to specify your search and save time by looking at just the deals that are relevant to your search.
