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D
New Member
David ThorntonNew Member
asked in General Q&A
I am looking for some insight on the questions I have gotten wrong on the Admin Certification test to better understand what info I need to focus on.

Looking for a way to get some insight on the questions I got wrong on the Admin Certification for Clari.  

291
alliehall
Clari
1 month ago
A
New Contributor
ab123New Contributor
asked in Best Practices, Learnings, Wins, & Tips
Average/Combined CRM Score

Does anyone know of a way to use an aggregation of CRM scores as a high level view of pipeline health? Either natively within Clari, or via export? Currently export via the Opportunities page excludes CRM score.

221
Kenna
Community Manager
1 month ago
A
New Contributor
Apurva YadavNew Contributor
asked in General Q&A
Clari Admin Certification

Hi Team & ​@lyuda.rogers ,I've attempted my Clari certification more than 15 times, and my score consistently falls between 70-73. I’ve completed the admin course three times and am confident I’m selecting the correct answers.Could you review the test to see if there might be any issues or provide feedback on my answers?

605
alliehall
Clari
1 month ago
N
New Contributor
Nisrin SameerkhanNew Contributor
asked in General Q&A
Bulk user update feature in Copilot

I believe there was mention of a new feature for bulk updating user data in Copilot in the last product release article. Has the implementation of this feature been postponed?

823
Kenna
Community Manager
2 months ago
A
New Contributor
AnnaNNew Contributor
asked in Best Practices, Learnings, Wins, & Tips
How to insert a scheduler link in a master flow?

Hey all - I’m new to Groove and I’m trying trying to build a master flow that many of my reps can use.We previously used Outreach and would frequently include the variable {{sender.calendar_url}} in flows to allow multiple people to use the flow and include their personal calendar/scheduler link. Is there a merge field like this for Groove? 

141
Kenna
Community Manager
2 months ago
S
New Member
SF AdminNew Member
asked in General Q&A
Salesforce Account field on opportunity grid

Hi I need to display some fields available on the salesforce account object on Clari Opportunity Grid, and Opportunity Details layouts. Do I need to create the same field at the opportunity level in SF to display the opportunity layouts in Clair? 

251
Kenna
Community Manager
2 months ago
S
New Member
stacy.meadowsNew Member
asked in General Q&A
Increase Waterfall Widget Cap on Dashboards

It appears there’s a cap of 2 Waterfall (Analyze) widgets on a dashboard.  It would be helpful if there were at least 4 widgets possible.  Trying to create a 4 quarter view of pipeline progression evolution for CRO.

211
J
Engaged Member
2 months ago
J
New Member
Jimmy MarinoNew Member
asked in Best Practices, Learnings, Wins, & Tips
Clari Admin Certification

Hello, I signed up for Clari University a couple days ago but I still don’t see the Admin Cert course in catalogue. I read the courses available should have updated within 24 hours after I signed up.  Can anybody help?

2236
Kenna
Community Manager
2 months ago
M
New Member
Michael BaschNew Member
asked in General Q&A
Share "stars"

I star opportunities in a list view.  Is there a way to share that view and share my stars which I used to indicate risk I have on deals, or is it not possible for other people to see my starred opportunities (meaning that I’ve starred them, not meaning sharing an opporutnity I’ve starred)

291
Kenna
Community Manager
3 months ago
J
New Contributor
Jw9639New Contributor
asked in General Q&A
How to batch download all User Quotas for the year

Hi there,This is a follow up from How to download all User Quotas for the year. Ive made a separate post as its been some time since the above was active I wanted to check to see if its possible to batch call more than 1 quarter for the API call below in the response body at once:/export/forecast/{forecastId} { "timePeriod": "2020_Q3", "typesToExport": [ "forecast", "forecast_updated" ], "scopeId": "1905::MGR", "currency": "USD", "schedule": "NONE", "includeHistorical": false, "exportFormat": "CSV"}Where timePeriod would take an array like "timePeriod": ["2024_Q1", "2024_Q2", "2024_Q3", "2024_Q4"]This is due to our current setup hitting the ‘export_monthly_quota_reached’.Thanks for your help.

721
Kenna
Community Manager
4 months ago
I
New Member
integrationsNew Member
asked in General Q&A
Clari User API

I wanted to know is there any way we can get the users in Clari Platform through Clari API?I checked the API documentation but could not find anything related to users.

1932
Peggy Sue Marlin
Regular Contributor
4 months ago
B
New Contributor
Barinda ZarnNew Contributor
asked in General Q&A
Starred Opportunities - reached limit

Hello,I recently learned the maximum number of Starred Opportunities allowed by Clari is 2000.To avoid hitting this limit, can someone let me know if there is any functionality to mass “un-star” opportunities from prior Quarters?Can any automation be set that once a quarter is closed, Opportunities are un-starred?Has anyone else experienced this limit? What has been the work-around besides manually going into each Opp to un-star?Appreciate your insight.BZ  

632
B
New Contributor
5 months ago
T
New Member
Ty_KNew Member
asked in General Q&A
Transcript

Are there any examples or documentation for obtaining a transcript via API? I have only seen one line in the API documentation that mentions the transcript: To get transcript, deal live stage fetch call individually using call-details endpoint.

1661
Vinay Srinivas
Clari
5 months ago
L
New Contributor
lbakerNew Contributor
asked in General Q&A
Delete Contact

How can I delete a contact from Groove without having to remove them from Salesforce?

585
jparawan
Clari
5 months ago
S
New Contributor
ShaharPNew Contributor
asked in General Q&A
Using Clari API

I am trying to use Clari API, but I am getting errors from the client side.  I have already generated a token. Can you please provide a short example of using the API? just a simple request.Thanks,Shahar.

6064
S
New Contributor
5 months ago
D
New Member
David NathNew Member
asked in General Q&A
Cmd + Enter in Mac - saves instead of inserting new line

Hi,Anytime I want to insert a line in a Text field, it saves the edition instead of adding a new line.Is this happens to all MacOS users?Thanks,

421
Kenna
Community Manager
6 months ago
Veronique Barth
New Contributor
Veronique BarthNew Contributor
asked in General Q&A
Why is it so difficult to find information about the admin certification?

I am looking to refresh my certification and learn more but I am unable to find any information on your platform on how to do so. 

2363
Scott K Wilder
Expert Contributor
6 months ago
M
New Contributor
Matt VeglianteNew Contributor
asked in New Views in Opportunities
Filter Opportunity Module by Free Text Field

I would like to be able to filter and sort opportunities in the Opportunity Module by free text fields i.e. Sales Notes and Next Steps. Specifically, we use Clari enforce opportunity hyigene, it would be helpful to be able to sort opportunities to see when notes have not been entered. 

613
lyuda.rogers
Clari
7 months ago
Timm Ideker
New Contributor
Timm IdekerNew Contributor
asked in General Q&A
New Forecast Category not showing in Pipeline View

We created a new Forecast Category in SFDC called Most Likely earlier this week. For this week’s forecast call, I see that we have 2 opportunities in Most Likely, however, when I click on Pipeline within the Clari → Forecast → PIpeline . . . I don’t see those 2 opportunities on the Insights/Eyeball view on the right window pane.I can see the 2 opportunities when I click Inspect → Opportunities. How do I update my Pipeline View to show opportunities in this “new” forecast category? Thank you in advance!

721
Ty Lapinski
Clari
7 months ago
J
New Member
Jonathan KasicaNew Member
asked in General Q&A
Clari Cell Preview

Is there a way to turn off the cell preview in certain columns?   

461
Kenna
Community Manager
7 months ago
S
New Member
Serena ShergillNew Member
asked in General Q&A
How to download all User Quotas for the year

Hello - Is it possible to download all user Quota data?

2312
Veronique Barth
New Contributor
8 months ago
U
New Contributor
Ulrich RothNew Contributor
asked in General Q&A
Different modes

Hi, could someone explain to us what is meant with the different modes? For example, what does PAFO as abbreviation mean? Also, how can I exclude different product lines when those are sold soley and not in combination with other products? Best regards, Ulrich

821
Kenna
Community Manager
9 months ago
R
New Contributor
Ryland KingNew Contributor
asked in General Q&A
Get Quotas from Salesforce?

Hey folks, Is there an integration between Salesforce and Clari for Quotas? Or is the required route to export the Quota CSV from Salesforce and upload it to Salesforce?

962
M
New Member
9 months ago
S
New Member
sonisharNew Member
asked in APAC
Need support with Clari account

Hi Clari Support Team,I am not able to Login to my Clari account. It says its been deactivated due to duplicate account.Could you please help me. thanksSonia

1011
Kenna
Community Manager
9 months ago
S
New Member
Shayna TishlerNew Member
asked in Copilot Learning Circle
How to get Clari co-pilot to work on internal calls

How do i get clari co-pilot to work on internal call? it always fails to upload since I dont have an external contact to add in the upload menu thanks

1821
Kenna
Community Manager
10 months ago

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