Updating Opportunities in Clari

Overview

Clari makes updating deals a breeze. This article guides you on how to update deals in Clari Web and Clari Mobile.  
 

Updating Deals from the Grid in Clari Web

Every change you make to a deal in Clari will update Salesforce in real-time. Similarly, if someone updates a deal in Salesforce, you will see the changes reflected in Clari right away. 

To update a deal: 

1. Double-click on any field in the grid to open the edit window.

2. Make your change and click Save.
 

Updating Deals from the details panel in Clari Web

You can also make updates from the details panel: 

1. Hover your mouse over the opportunity name and click on the Insights icon.

2. Click on Details to see additional fields.



3. Double click any field in the Details panel to open the edit window. Make your change and click Save.

Update Deals in Clari Mobile

Definitely download Clari Mobile if you haven't. 📱

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.





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