Release Date: May 2023
What’s New?
Copilot (formerly Wingman) Desktop App 2.0
A new interface offers improved experience. Create personalized bookmark categories in your Personal settings and use Battlecards from a live call widget—directly from your meetings. 🤘
Waterfall Dashboard Widget
Drip, drip ☔ …you can now pin Waterfall on a dashboard and check the KPIs of Waterfall, Pulse, and Flow. Learn more.
Audit Log API
The new Audit Log API monitors the events in Clari to keep you compliant. You can audit suspicious behavior or field configurations within the Customer/Client enterprise.
Opportunity Export API
You can now export Clari’s CRM Score or opportunity data to your BI tool or set up a custom integration. Check it out.
Saved Views in Trend: Saved Date Adjustment
The selected date will not be saved in Saved Views in Trend. Instead, the date will always revert to the default ‘Today’ when you save a View or open a Saved View in Trend.
Dashboard Scope: New Look
We’ve updated the Scope in Dashboards for a sleeker experience. When you select a level of your hierarchy from the Scope, the selected level and the next level up in the hierarchy will display. You can hover over the preview to see more details about your Scope selection.
