How to Setup/Register Your Clari Account

Without SSO

• From a Chrome, Firefox, or Safari browser, login to Salesforce.
• In a new tab in the same browser window, navigate to https://app.clari.com/signup.

 

 

• Enter your corporate email.
• Follow the instruction to connect your Salesforce account and your corporate email account.
• Select the appropriate role.

 

Role	Is this the right role for me?
Sales Rep	Select if you own opportunities in Salesforce.
Sales Manager	Select if you manage a team of sales reps who own opportunities in Salesforce.
Sales Exec	Select if you manage multiple teams of sales reps (i.e. multiple first-line managers report to you).
Deal Team Member (i.e. SE)	Select if you help with deals, but you are now the opportunity owner in Salesforce. If you're on the opportunity team in Salesforce, this role is for you!
Other	Select if you're in Sales Ops, or if none of the above describe your role.

Enter your mobile phone number to receive a text message with a link to download Clari Mobile.

With SSO

• Open Clari via SSO to register your account.
• Follow the instruction to connect your Salesforce account and your corporate email account.
• Select the appropriate role.

 

Role	Is this the right role for me?
Sales Rep	Select if you own opportunities in Salesforce.
Sales Manager	Select if you manage a team of sales reps who own opportunities in Salesforce.
Sales Exec	Select if you manage multiple teams of sales reps (i.e. multiple first-line managers report to you).
Deal Team Member (i.e. SE)	Select if you help with deals, but you are now the opportunity owner in Salesforce. If you're on the opportunity team in Salesforce, this role is for you!
Other	Select if you're in Sales Ops, or if none of the above describe your role.

Enter your mobile phone number to receive a text message with a link to download Clari Mobile.