How to manage movers / joiners / leavers in Clari...
Whilst we salute those reps that move teams or get promoted to manager….it does involve some administration in the background to ensure reporting isn’t affected though...Clari’s got your back!
A customer asked me about this today and reminded me that there’s lots of great advice covering multiple scenarios here: https://claricommunity.force.com/customer/s/article/Transitioning-Sales-Reps