2019 Knowledgebase
User Guide (2)
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.
How do I update to the most recent version of Cirrus Insight?
Updates are pushed out to you. Only a refresh of Cirrus Insight is needed.
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 edit searchable email fields?
If your Salesforce organization has more than one email address field on the contact or lead object, Cirrus Insight search results can vary.
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.
How do I select Signature Extraction options?
Find out how to quickly choose the Signature Extraction option you desire.
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.
Gmail Setup and Support Guide for Admins
This guide provides information on Gmail installation and setup for Cirrus Insight Administrators. Learn how to install the app for users, manage licenses, and enable organizational settings.
How do I create a Lead or Contact?
Learn how to easily create a Lead or Contact.
