Getting Started with TeamLinking

Overview

It's critical to have a comprehensive, accurate view of the activity signals within your accounts and opportunities. TeamLinking is our recommended method for linking your revenue organization's email and calendar activity to Clari.

TeamLinking is an email and calendar integration that allows Clari to automatically populate activity data in Deal Activity and Dashboard Widgets without maintenance any required from your revenue team (i.e. managers, reps). You can learn more about TeamLinking below.
 

Setup

Generally, Admin can perform the actions listed in these articles below.

• For more information on how to set up TeamLinking, see the User Management Overview Article. 
• To learn more or to troubleshoot logging activity to Salesforce, see this Activity Logging Article.
• For migrating from EWS to Graph, see this EWS migration article. 
• For questions related to Microsoft OATH, see the Microsoft OATH article.