Updating Deals in Clari Mobile

Mar 7, 2023
Knowledge

Created Date

3/8/2023, 3:13 PM

Last Published Date

3/7/2023, 8:38 PM

Article

Updating Deals in Clari Mobile

Overview

Reps are often on the go—and Clari comes with you! With Clari Mobile, you can Run Revenue on your phone.

Login

Make sure you have the Clari Mobile app downloaded. If you don’t, follow the instructions here. To log in, use the same email and password that you use to log into Clari Web.

Access Saved Views

You can access all of the Saved Views we saw in Clari Web right in Clari Mobile.

Just tap Views at the bottom:

Screen Shot 2023-03-06 at 9.51.17 AM.png

Apply Groups

1. From Views, click the view you want to apply groups to.

2. Tap the menu in the top right corner.

Screen Shot 2023-03-06 at 10.02.22 AM.png

3. Select Groups and Save.

Screen Shot 2023-03-06 at 10.03.15 AM.png

Update Your Deals

Just like in Clari Web, all deal updates are saved back to Salesforce in real-time.

The easiest way to update your deals is to go to Forecasting > Tap the Forecasting Tab you want to update > Submit Forecast (at the bottom) and follow the prompts.

You can also update your deals like this:

1. Tap Forecasting.
2. Tap the type of deals you want to see.

Screen Shot 2023-03-06 at 10.07.34 AM.png

3. Tap the number you want to update. Update the number, add notes, and Save.

Screen Shot 2023-03-06 at 10.10.53 AM.png

Title

Updating Deals in Clari Mobile

URL Name

Updating-Deals-in-Clari-Mobile