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Knowledge Base Topics
- What Activity does the Risk & Momentum Indicators utilize
- Best Practices for Account Executives and Full-Cycle Sellers
- Deal Risk and Momentum Indicators
- Activity Signals Overview
- Clari Accounts Module Overview
- Views and Filters in Opportunities
- Saved View Management
- Updating Opportunities in Clari
- How to Read the Forecast export
- Activity Detail View (Email Body and Call Review)
- Views, Roles, and Lenses
- Deal Inspection in the Insights Panel
- 4 Point Deal inspection Process
- Opportunity Field Notifications
- Accounts Widgets
- Pipeline Health Dashboard
- Deal Prioritization Widgets
- Advanced Filters
- How To Use the Opportunity Insights Panel
- Accounts Module Modes — Use Cases
- Custom Modes in Accounts
- Top Deals Widgets for a Pipeline Hygiene Dashboard
- Why are the fields in the grid red/green/blue?
- Deal KPI Widgets
- Can I hide/show fields in the Opportunity Grid?
- Grouping Opportunities
- Account Summaries in Clari
- Who can share Views?
- How do I find my Starred Deals?
- How do I filter on Opportunity Teams?
- Activity Filtering in Opportunities
- Sub-Object Mode in Accounts
- Clari Matching Logic Overview
- Sub-Object Nesting in Accounts Configuration
- When should I use Filters vs. Groups?
- Inspecting Deals in Clari Mobile
- If a user is CC'ed on an email does it show up in their activity?
- Can anyone else see my Starred opportunities?
- Can I Edit Views?
- How do I change the order of My Private Views?
- Who can submit a manager's forecast while they're out of office?
- Activity Lead Association
- I don't see the field that I want to filter or group by. What do I do?
- Opportunities Saved View and Widget Chart Grouping Limit
- What's the difference between Shared Views, My Views, and Recent Views?
- Is there a limit to how many deals I can star?
- Guided Search
- Why can't i find the deal(s) that i'm looking for?
- Can activity data be split between parent and child accounts?
- When would I use multiple Groups? How do I add multiple Groups?
- How can I see more data in the grid?
- Pipeline Inspection in Clari Mobile
- Can I create a new View on Clari Mobile?
- I see my team's deals, but how do I see the deals that each of my reps is working?
- I can see deals for multiple regions/teams, but how do I narrow down to a specific region/team?
- Advanced Forecast Inspection (Expanded View)
- Can I Delete a View?
- Can I change the order of my Groups? Can I change which Group is the primary Group?
- How do I view the deals closing next quarter?
- How many Groups can I have in a View?
- Can I update the Deal Size or create a quote in Clari?
- Why are there more options when I group than when I filter (String Fields)?
- Can I focus on one or two of the segments in my Group?
- How do I clear my groups?
- How do I remove a Group in Clari Mobile?
- How do I group in Mobile?
- How many Groups can I have in Clari Mobile?
- Shared Filters
- Getting AI-Powered Deal Recommendations