Release Date: July 13, 2023
What’s New?
Funnel Widget
With Funnel Widget, you can now pin Funnel reports to a dashboard for faster insight into your sales motion. Learn more here.
Enhanced Reference Fields
You no longer need to jump to the tab of origin to update a reference field—just double click and edit, like any other editable field. Read up on our Forecast Module and editing fields in the Knowledge Base.
Sub-Object Aggregation in Accounts
Sub-Object Modes enhance the grid in the Accounts Module, allowing you to configure modes based on objects that don't live on the account itself—like by opportunity or product. Learn more here.
Activity Filtering in Opportunity Grid
Thanks to Clari's RevDB, you can now filter opportunities by activity data with Activity Filters for a better understanding of deal progression and where to focus sales efforts. Learn more here.
Sort, Group, and Filter CRM Score
You can enable sorting, filtering, and grouping by CRM Score in Field Config. To learn more about the CRM Score, check out this article in our Knowledge Base.
