Skip to main content
Salesloft Knowledge Base Clari Knowledge Base Office Hours Salesloft.com
Danea Johnson
Danea Johnson
New Member
November 29, 2023
Solved

Update Deal Size Filter to Exclude "$0" Deals

Hi Team, I noticed that the filter for Deal Size allows us to filter deals “Less than 0” or deals “$0-1k” but not to exclude deals that are actually $0. I am requesting an update to this Filter as our organization can tend to have deals that are exactly $0 that need to be excluded / removed via Filter and there is no way to currently do this without also excluding low $ deals. 

 

 

This topic has been closed for replies.
Kenna
KennaAnswer
Salesloft Employee
November 29, 2023

Hi there, Danea! A Clari Admin can make this change directly in Field Configuration. The steps to edit an existing field (in this case, to add the filter option for = $0) can be found here. There is also a lesson on editing fields included in our Field Config Fundamentals learning path in Clari University if you’re interested in learning more about Field Config.

Kenna Valdez, Manager, Customer Community, Clari
View in thread
Kenna
Salesloft Employee
KennaAnswer
Salesloft Employee
November 29, 2023

Hi there, Danea! A Clari Admin can make this change directly in Field Configuration. The steps to edit an existing field (in this case, to add the filter option for = $0) can be found here. There is also a lesson on editing fields included in our Field Config Fundamentals learning path in Clari University if you’re interested in learning more about Field Config.

Kenna Valdez, Manager, Customer Community, Clari
Terms & ConditionsAccessibility statement