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Manage your customer and pipeline data directly from your email inbox.
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Sync 100% of your meetings, tasks, and emails directly to your CRM – no manual data entry required.
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Use high-performing templates and Salesforce merge fields to send personalized emails at scale.
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Know what happens to your attachments after you hit send.
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Instantly route leads to the right team member's calendar using customizable workflow logic.
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Share your calendar, automate scheduling, and book more meetings – synced directly to Salesforce.
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Track, capture, and view all customer touchpoints, including email opens, link clicks, and replies.
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Integrate with the tools you already to experience enhanced workflows and productivity.
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Automate prospect and customer research to ensure you are prepared to drive better outcomes.
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KNOWLEDGE BASE 2019
I am using Cirrus Insight 2019 today.
Cirrus Insight 2019
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Sales Automation Tools | Cirrus Insight
by Kristi Campbell
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MASTERING CIRRUS INSIGHT
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User Guide (3)
For Admins: How do I set up company branding for my team's Personal Scheduling Pages?
Admins can see how to quickly customize their team's branding for user's Personal Scheduling Page.
How do I cancel my subscription?
To cancel your subscription, please contact Customer Support to submit your request.
For Admins: How do I set up DNS for the Personal Scheduling Page domain alias?
As an Admin, you will need to add a CNAME record when setting up your team's Personal Scheduling Page.
Cirrus Insight 2019 for Gmail User Manual
Learn how to set up and utilize all the major features in Cirrus Insight 2019 for Gmail.
For Admins: How do I pause or stop a Flight?
As an Admin, learn how to pause or stop a Flight for a user.
For Admins: How do I refresh Cirrus Insight for all my users?
To reflect layout changes made in Salesforce for all users, the Cirrus Insight admin can sign into to the Account Dashboard and refresh the user cache.
For Admins: How do I add seats to our license?
As an admin, learn how you can easily add seats to your existing Cirrus Insight license.
How do I enable and use the Contact Sync feature?
This article details how to enable Contact Sync, explains how Contact Sync works, how often it runs, what fields are synced from contacts in Salesforce, and how to create Sync Sets.
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