I don't see the field that I want to filter or group by. What do I do?

Email the name of the field that you want to filter or group by to your internal Clari Admin who can send us a support ticket. We will be happy to add the field to your filter and/or group options.

Further Learning

To learn more about our best practice recommendations for configuring your fields — such as filters and groups — in Clari, check out our article on Optimizing Field Configuration for Opportunity Management.