2019 Knowledgebase
User Guide
For Admins: How do I enable API access in Salesforce?
API access must be enabled for your user in Salesforce for Cirrus Insight to connect to your Salesforce org.
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.
Prevent Users from Triggering their Own Email Open
This guide helps prevent users from triggering their own email open using Cirrus Insight.
For Admins: How do I update our credit card/billing information?
As an admin, learn how to easily update the billing information for your Cirrus Insight license.
How can I search for emails associated with a contact or lead?
Learn how to quickly use the Gmail Address Search function in Cirrus Insight to search for your contact's emails.
Account Dashboard User Management Manual
Admins can use the Account Dashboard to effectively manage the Cirrus Insight users at their organization.
How do I get Cirrus Insight to recognize my custom object in the object drop-down list?
See how to remedy an issue where your custom object is not displaying in drop-down menus.
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 Set Up Salesforce so I can Access my Custom Objects in Cirrus Insight?
This article describes the setup necessary in Salesforce in order to work with your custom objects in Cirrus Insight.
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
