Can I hide/show fields in the Opportunity Grid?

You can hide columns that aren’t relevant to you in the Opportunity Grid and adjust the order of the columns using Configure Columns.
 

1. Click Action in the upper-right corner of the Opportunity Grid, and select Configure Columns.
 

2. To hide/show columns, use the toggle to the right of each field name. Toggles are green when on.

3. To adjust the order of the fields, click to the left of a field and drag it to the new position.

4. When you're done, click X in the upper-right corner of the window to save your changes.

Further Learning

If you’re missing a field that you need in the Opportunities Grid, reach out to your Clari Admin, and they can submit a support ticket to add the field to the grid.

If you're an Admin looking for more information and our best practices on field configuration in the Opportunities Grid, Clari Web, and Clari Mobile, check out our article on Field Configuration.