Welcome to the Clari Circle

When Replies Go Missing: How Email Tracking Impacts Engagement in Groove

It’s not uncommon for reps to turn off email open and link tracking often due to privacy preferences, customer sensitivity, or internal guidelines. While this setting change may seem minor, it has a direct impact on how engagement is measured in Groo

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12 days ago

Vishakh VenkatClari

One Sync to Rule Them All: How Groove CRM Sync Keeps Salesforce Activity Clean and Complete

When it comes to tracking emails and meetings in Salesforce, many often wonder whether CRM Sync offers anything beyond standard Salesforce activity logging and whether it replaces native tools like Lightning Sync or Einstein Activity Capture.This art

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12 days ago

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Lionel HarrisonNew Member

Questions to Ask Clari

Conditional formatting

We have a field that shows the Status of the opportunity based on how long it has been in any particular stage. the possible results are On Track, Nearing Delay or Stalled. I wanted to know if it is possible to have conditional formatting so that the

301

20 days ago

Samuel LeeClari

🧠⚡Best Practices to Fix your AI Projection⚡ 🧠

Do you look at your Clari AI Projection and think “this just can’t be right!” or “Is the Clari AI Projection broken?” Well this post is exactly for you! 😄 First thing to note, before we get into the meat and potatoes, we’ll want to see the logic behi

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21 days ago

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Janica BillsNew Member

Ability to enter dynamic goals on historical trend line dashboard widget for different leaders

Wondering if it would be possible to show a dynamic target for the goals on the historical trend line widget in Clari. Thanks,JanicaSilverfort

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22 days ago

Tara YauchRegular Contributor

Copilot Insights with Groove Dialer Calls

Hello - I was told calls needed to be 5 minutes at least to get insights from Copilot on the Groove Dialer Calls. I am seeing calls in our instance that are longer than 5 and still have no insights or summary from Copilot. Is this a bug or do calls m

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23 days ago

elijahClari

Community Announcements

Salesloft + Clari Merger: Customer Frequently Asked Questions

General: Q: What advantages does this merger offer that Clari or Salesloft alone couldn’t provide?A: The Clari + Salesloft merger will create the most extensive revenue dataset and workflow footprint, capturing every buyer signal, human action, and r

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28 days ago

Kurt LeafstrandClari

December 2025 New Feature Release Notes

Release Date: December 3, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are

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Peggy Sue MarlinRegular Contributor

How to restrict Stage options by Record Type?

We’ve run into an issue where Clari displays all Salesforce Stage picklist values when users update the Stage field, instead of only those that apply to the opportunity’s Record Type.For example, our General Sales opportunities have a different set o

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Vinay SrinivasClari

🔔 Your Copilot Notifications: Quick Overview Guide

Copilot's notification system ensures you stay informed about critical call activities, feedback, and team interactions. Whether you prefer Slack, Microsoft Teams, or email alerts, this guide will help you configure the perfect notification setup for

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Lionel HarrisonNew Member

Questions to Ask Clari

Conditional formatting

We have a field that shows the Status of the opportunity based on how long it has been in any particular stage. the possible results are On Track, Nearing Delay or Stalled. I wanted to know if it is possible to have conditional formatting so that the

301

20 days ago

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Janica BillsNew Member

Ability to enter dynamic goals on historical trend line dashboard widget for different leaders

Wondering if it would be possible to show a dynamic target for the goals on the historical trend line widget in Clari. Thanks,JanicaSilverfort

201

22 days ago

Tara YauchRegular Contributor

Copilot Insights with Groove Dialer Calls

Hello - I was told calls needed to be 5 minutes at least to get insights from Copilot on the Groove Dialer Calls. I am seeing calls in our instance that are longer than 5 and still have no insights or summary from Copilot. Is this a bug or do calls m

291

23 days ago

Peggy Sue MarlinRegular Contributor

How to restrict Stage options by Record Type?

We’ve run into an issue where Clari displays all Salesforce Stage picklist values when users update the Stage field, instead of only those that apply to the opportunity’s Record Type.For example, our General Sales opportunities have a different set o

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Amber MarNew Contributor

Hiding modes from users

Hi everyone,Is there a way to remove an account mode from the drop down list?We want our users only seeing Account Mode with Opp Filters.

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2 months ago

Tara YauchRegular Contributor

Tag Deletion for Gametapes

Hi - is there a way to delete tags from gametapes and manage them from an Admin lens?

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2 months ago

GaryonthemoneyNew Member

Introductions

Hi there!

Hi Legends, Gary from Lightyear here, just started using Clari (badly) and eager to learn.I’m in Sydney, Australia… have two kids…beautiful wife... mortgage… back ache and a healthy pipeline.Outside of fumbling through my Clari forecasts I love to mo

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2 months ago

Peggy Sue MarlinRegular Contributor

Slipped Deal Tracking Salesforce setup

We’d like to set up Slipped Deal Tracking in Salesforce, where we’d require a Slipped Deal Reason to be entered if the Close Date is pushed to a future quarter. Our team started thinking about designing this as a validation rule in Salesforce (as Cla

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3 months ago

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kdugasNew Member

API Filter Calls by Account

I’d like to use the Clari API to get a list of all calls made with a certain Account, but I’m not seeing that this is possible based on this page: https://api-doc.copilot.clari.com/#tag/call/paths/~1calls/getIs this possible or can this filter parame

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3 months ago

ryan.costelloNew Contributor