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Anonymous
April 28, 2022

Thursday Tips and Tricks

  • April 28, 2022
  • 0 replies
  • 159 views

📣 Happy Thursday! 

 

We are almost to the end of the week. I don't know about you, but I am always looking for ways to use my tech stack better or more efficiently. I would love to hear from you.

 

What is one tip or trick you have recently learned about that has helped you work more efficiently and save time (could be for Clari or other tools in your tech stack)?

      This topic has been closed for replies.
      canbasher
      canbasher
      New Contributor
      July 12, 2022

      Hi There!  One of my favorite tips is with FLOW 😍!  I create a view using flow to focus on what I want to highlight ex. What deals are stale this month or what was upgraded this week. I filter and remove any criteria or stage I don’t want to include then using the Action menu, Pin the view to a dashboard! 

       

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