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Ryland King
New Contributor
February 21, 2024
Solved

Contact Roles?

Is there anyway to bring Contact Roles into our reporting in Clari?

This topic has been closed for replies.
Kenna
KennaAnswer
Salesloft Employee
February 23, 2024

Thanks, Oscar!

I also wonder if we might be able to get you what you are looking for in Expanded View, Ryland.

If you expand the Expanded View panel (as seen below):

 

 

 

Once expanded, do you see the icon to expand the Relationships on the right side? Forgive me, I cannot presently remember if this is something all users should see or if you need to have Clari’s Capture solution to see it.

 

 

I think this may show you the details you’re looking for about the contacts that you have involved in the deal if you have it:

 

Kenna Valdez, Manager, Customer Community, Clari
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Kenna
Salesloft Employee
Kenna
Salesloft Employee
February 22, 2024

Hi, @Ryland King. Clari’s Capture logs activities to opportunities (or accounts), and creates missing contacts and/or contact roles. If that’s what you’re looking for more information on, you can find it in our Knowledge Base! Or is there a different module other than Capture that you want to see this contact information in?

Kenna Valdez, Manager, Customer Community, Clari
Ryland KingAuthor
New Contributor
February 23, 2024

Thanks! I guess ultimately I want to my team to be able to view contact roles related to a deal on the Forecast page. Is that possible?

Oscar Armas-luy
Oscar Armas-luy
New Contributor
February 23, 2024

Thanks! I guess ultimately I want to my team to be able to view contact roles related to a deal on the Forecast page. Is that possible?

As Kenna mentioned, I think it is straightforward with Clari Capture. 

Since it sounds like you don’t have it enabled, the workaround that comes to mind is to create a field or set of fields in SFDC that populate based on contact roles and then pull that into the opp grid. 

Would that work? Sorry if I misunderstood what you’re after. 

Kenna
Salesloft Employee
KennaAnswer
Salesloft Employee
February 23, 2024

Thanks, Oscar!

I also wonder if we might be able to get you what you are looking for in Expanded View, Ryland.

If you expand the Expanded View panel (as seen below):

 

 

 

Once expanded, do you see the icon to expand the Relationships on the right side? Forgive me, I cannot presently remember if this is something all users should see or if you need to have Clari’s Capture solution to see it.

 

 

I think this may show you the details you’re looking for about the contacts that you have involved in the deal if you have it:

 

Kenna Valdez, Manager, Customer Community, Clari
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