2019 Knowledgebase
Email Campaigns (2)
How do I create Email Templates?
Cirrus Insight's sales enablement platform will sync your calendar and email with Salesforce, track emails, schedule appointments, and more.
How do I manage my Action Items in Flight Plans?
Learn what the three types of Action Items are and how you interact with them in Flight Plans.
How do I use Activities ?
Cirrus Insight's sales enablement platform will sync your calendar and email with Salesforce, track emails, schedule appointments, and more.
How do I pause or stop a Flight Plan?
Learn how to pause or stop one or more Flight Plans.
How do I create an Email Campaign?
Learn how to use Email Campaigns to send template-based emails to up to 500 recipients at a time.
How do I add an email to Salesforce when it has multiple contacts/recipients?
You can simultaneously relate an email to multiple contacts by enabling Shared Activities in Salesforce.
For Admins: How do I create a Flight Plan?
Learn the steps to create a Flight Plan for the Cirrus Insight Flight Plan users at your organization.
For Admins: How do I pause or stop a Flight Plan?
As an Admin, learn how to pause or stop one or more Flight Plans. Doing so will affect all your users.
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.
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.
