2019 Knowledgebase
Flight Plans
For Admins: 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 start a Flight for a lead or contact?
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 use the 'Email Opt Out' field?
Learn how to use the Email Opt Out field to exclude contacts/leads from receiving mass emails.
For Admins: How can I change my users' Flight Plans permissions?
As a Cirrus Insight Admin, you can grant users the permission to create Flight Plans, or you can even disable access to the Flight Plans feature entirely.
For Admins: How do I set an Outcome for a Flight Plan?
Learn the steps to create an Outcome for a Flight Plan.
How do I add recipients to a Flight from a CSV?
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 start a Flight for a lead or contact?
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 pause or stop a Flight Plan?
Learn how to pause or stop one or more Flight Plans.
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.
