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Erin Hong
New Contributor
August 8, 2023

switch between multiple users in Opportunities module

  • August 8, 2023
  • 0 replies
  • 89 views

We have a manager who is responsible for two segments, which we have split out in Clari for forecasting purposes.  He is able to switch between the two users in the Forecast module.  However, when he goes to the Opportunities module, there is no way for him to switch between the two users.  Could you add the same multiple user functionality available in the Forecast module to the Opportunities module?  Thank you!   

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    Kenna
    Community Manager
    Kenna
    Community Manager
    August 10, 2023

    Hi, @Erin Hong! We thought this may have been a bit specific to the configuration of your Clari instance, so @Eric Chappell reached out to discuss, but it sounds like you were able to walk through leveraging the Scope to provide your manager with the right visibility in Opportunities depending on which segment they are focused on.

    I’d love to hear more about how the Scope helped you solve for this use case so we can help other users with similar requirements in the community, and please don’t hesitate to let me know if you end up having any follow up questions!

    Kenna Valdez, Manager, Customer Community, Clari
    Erin HongAuthor
    New Contributor
    August 24, 2023

    Hi Kenna,

    Since the manager is not able to see the deals for his second user when going directly to the Opportunities module, I created a saved view based on scope for the second user.  I had to turn lenses off in order to give the manager access to view the deals.  But he cannot use any of the standard saved views for the second user.  He can only use the one saved view based on scope, and he needs to switch views, depending on which user’s deals he wants to see.  Ideally, he would be able to switch between users (as he can in the Forecast module) and be able to use the same saved views for both users.

    The other way he can view the deals for the second user is to go through the Forecast module.  If he switches to the second user in the Forecast module, he can use the panel on the right to view deals.  But he prefers going directly to the Opportunities module.        

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