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Weekly release notes
Release Notes: March 5, 2024
Release Notes: March 5, 2024

🦖 New at Rattle: Clari Integration, Child Records, Meeting DMs, and Board

Sangita Abraham avatar
Written by Sangita Abraham
Updated over a week ago

Clari Integration

  • Tap into the Power of Clari CRM Score (Beta): Pinpoint deals needing attention and prioritize high-value opportunities by integrating the Clari CRM score directly into your Rattle alerts and Deal Rooms. Help Center article.

Workflows

  • See the Whole Picture with Child Records: Get complete deal visibility with child records now included in your Slack alerts. See associated products, contact roles, and more alongside opportunity details. Help Center article.

Board

  • Find Board Front and Center: Get faster access to more in-depth analysis! The "View in Board" button is now prominently placed for immediate visibility in Moment-in-Time alerts.

  • Group Data Your Way (Coming Soon): Keep an eye out for a powerful new "Group by" button. This will let you organize your data flexibly - for example, group Opportunities by Stage to analyze your pipeline at a glance.

Meeting DMs

  • Effortless Meeting Notes: Breeze through meeting follow-ups! The "Event Title" field will automatically fill in when you log calls in Salesforce, saving you valuable time.

Help Center Roundup

Check out the newest additions to Rattle's Help Center library:

I.C.Y.M.I.

We just dropped a new ebook – 6 Golden Rules of Scalable Data Hygiene.

Give it a read if you want to learn how other RevOps pros are keeping their data fresh and clean.

That’s it for this week! Check back next Tuesday for more product updates from the Rattle team.

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