Skip to main content
Salesloft Knowledge Base Clari Knowledge Base Office Hours Salesloft.com
Nate Bourette
New Contributor
November 30, 2022

Ability to Reference the Account and/or Opportunity Team Member Object for Roll Ups/Visibility

  • November 30, 2022
  • 0 replies
  • 288 views

Today we have 2 ways of configuring Clari, Territory and Role hierarchies. If the account or opportunity team member objects could be referenced and used to roll up by, it would solve our current gaps in terms of overlays and supporting team members who may cover opps across multiple teams.

    This topic has been closed for replies.
    MikeAdams
    MikeAdams
    Thought Leader
    December 1, 2022

    Hi Nate!  

    Your CSM may be able to help set this up for your organization by helping you build a custom owner mode in clari.  

     

    Clari supports a level of flexibility that allows you to configure how deals are rolled up across your sales hierarchy.

     

    This is how we support matrix organizations that need an opportunity to roll up to one team when that opportunity is owned by another team.

    You’ll need to define a field on the opportunity object where you tag the team members who need visibility.  You can even specify a unique amount field to track for that team.

      MikeAdams
      MikeAdams
      Thought Leader
      December 1, 2022
      New→Under Consideration
        Ariadne Smith
        Salesloft Employee
        Ariadne Smith
        Salesloft Employee
        February 22, 2023
        Under Consideration→On Roadmap
          Terms & ConditionsAccessibility statement