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2019 Knowledgebase
Account Management (2)
For Admins: How do I upgrade my org to the new Cirrus Insight?
The new Cirrus Insight brings all the best features from Cirrus Insight 2019 into a more refined, reliable, and easy-to-use offering.
For Admins: How do I customize the fields in search results, list views, and related lists?
As an Admin, learn how to customize the layout for search results and lists in Salesforce
For Admins: How do I export a list of users?
As an Admin, you can use the Account Dashboard to quickly download a list of the Cirrus Insight users at your organization.
For Admins: How do I set organization preferences for Calendar Sync?
Admins can enable/disable Calendar Sync for their organization and choose sync options for their users.
For Admins: How do I activate or deactivate users?
Admins can learn how to easily manage their users with the Activate and Deactivate functionality built into the Cirrus Insight Dashboard.
For Admins: How do I view users' performance and outcome results in Flight Plans?
Learn how to navigate within the Performance tab, describe the type of information presented, and display the options available to you as the Admin.
Where can I find my Salesforce Organization ID?
You can find your Salesforce Organization ID from either Salesforce or Cirrus Insight.
For Admins: Where can I view detailed information about each Flight Plan?
Cirrus Insight's sales enablement platform will sync your calendar and email with Salesforce, track emails, schedule appointments, and more.
For Admins: How do I setup the Lead Assignments Rules in Salesforce to work with Cirrus Insight?
There are a few required setup steps in Salesforce to assure that Leads are assigned properly when using Cirrus Insight.
For Admins: How can I use Google Organizational Units to set up Admin-Managed Sync?
To only provide certain users with access to Cirrus Insight Cloud App, your G-Suite admin can designate which Organizational Units should have access.
