Custom Modes in Accounts

To support the full range of use cases supported by our product overall, Accounts Module also leverages the concept of modes that are leveraged throughout Clari.

Aug 8, 2023
Knowledge

Created Date

10/11/2026, 7:33 AM

Last Published Date

8/8/2023, 4:40 PM

Article

Custom Modes in Accounts

Overview

To support the full range of use cases supported by our product overall, Accounts Module also leverages the concept of modes that are leveraged throughout Clari. These modes allow us to:

Use custom definitions of ownership to find the relevant set of accounts
- (e.g. CSM Owners or Account Teams)
Configure custom sets of fields that are relevant for the custom personas/use cases
- (e.g. fields related to new business vs renewals)

Note: To set up Custom Modes in Accounts, please reach out to your Customer Success Manager.

Currently Supported Modes

Mode Name	Accounts Shown	Activity Shown	Activities Shown - Team Selling*	Field Config
Account Owner Mode	All accounts owned by user(s) within hierarchy selection - includes accounts with no activity (plus any applied filters)	Activities in those accounts where the account owner is included	All activities in those accounts	Use fields configured for the mode
Custom Owner Mode	Operates the same as ‘Account Owner Mode’, except ownership is defined based on a custom ownership field on the account rather than the standard account owner field.	Activities in those accounts where the custom owner is included	All activities in those accounts	Use fields configured for the mode
All Engaged Accounts (Formerly Domain Match Mode)	All accounts (regardless of ownership) that users within the hierarchy selection had activity with in the selected time period (plus any applied filters)	Activities for users within hierarchy selection	N/A - Team Selling not supported here	Use fields configured from org default mode

Note: *Team Selling Mode is an additional configuration option that offers the ability to see a broader view of activity within your reps' accounts. It is useful in cases where you have many different teams (e.g. overlays, product specialists, etc) that interface with your accounts. In these scenarios, it is very hard for everyone to have a full picture of what’s going on so they can coordinate their efforts.

Configuration

To set up Custom Modes in Accounts, please reach out to your Customer Success Manager.

Title

Custom Modes in Accounts

URL Name

Custom-Modes-in-Account-Engagement