Align Self-serve Onboarding

For those of you who are kinesthetic learners, we built an Align template that includes every feature of Align, so you can get familiar with Align in a 100% safe environment on your own schedule.

1. Go to your Dashboard at align.clari.com. [see Reminder below if you’re not automatically logged in]
2. Click “Create New Workspace”
3. Follow the actions in the milestones.
4. This is your personal practice area. You can do NO harm, so play around!!

Reminders

Opening Align from Clari

1. Go to your Opportunity Inspector
2. Open Insights Panel for any Opp, 
3. Click “Go to Align” 
4. Align dash will open. No password required.

Opening Align from email

1. Look for an email from align@clari.com
2. Click the “View your dashboard” link
3. Align dash will open. No password required.
4. If you see the login page, that’s because this link expired for security reasons. Put in your email again and use the new link emailed to you