Bluetide Management

I can only see myself (my own activity) on the SaleClarity app. How do I change the settings so that I can see the whole organization's forecast?

Within Sales Clarity, click on the admin module (if you don't see the Admin module, please contact us to have it turned on for you).

Once in the Admin module, choose Org settings, then Role overrides.

Next click add role override, and select the user to be moved, and the role to place be placed in.

Finally click save and refresh Sales Clarity.

Note: The user to be moved will not show up in the drop down list until he has logged in to Sales Clarity at least once.

If you don`t see the role to be moved to, it is because the hierarchy within Salesforce.com is not set correctly.