Opportunity Field Notifications

Note: This feature requires that your org be onboarded to RevDB. Orgs not onboarded to RevDB cannot use this feature. 

Overview 

You can subscribe for notifications on specific fields on an Opportunity. You can select fields and channels and be notified every time a change is made to those Opportunity fields—allowing you to be more proactive.

 

For managers specifically, Opportunity Field Notifications provide an opportunity to instill and enforce healthy deal hygiene so that managers always know the state of their business.

 

How To Enable Opportunity Field Notifications 

 

1. Click an Opportunity you want notifications for.

2. You'll see the Insights Panel, from there click on the bell icon to the right of the opportunity name:

 

 

3. Select the fields you wish to be notified about.

 

4. Click Apply.

 

Note: Best practice is to unsubscribe when a deal is closed to clear out the backlog!

 

View Notifications

To see your notifications—click the bell icon at the top right of Clari Web:

 

 

Pick Your Notification Channels

1. Click on your name in the top right > Settings > Notifications.

 

2. Select where you want to receive notifications.