Individual Users

How do I use Reminders?

Set Reminders on inbound/received emails to create personal to-dos or prompts. Review your upcoming, past due, and completed Reminders from the Work Tab.

How do I use Reply Tracking?

Use Reply Tracking to automatically monitor your outbound emails for replies, so you never let an important outreach go unanswered.

How do I use Scheduling from the Sidebar?

Use Scheduling from the Sidebar to share a personalized scheduling experience so prospects can easily choose a meeting time that works for both of you.

How do I attach a file to my Email Blast?

Learn how to attach a hosted file to your Email Blast.

How do I use Outlook shared mailboxes with the Sidebar?

With the right configuration, Cirrus Insight's Office Add-in can support Outlook shared mailboxes in Office 365 environments.

How do I use Cirrus Signatures?

Use Cirrus Signatures to add custom signatures to your Email Blasts.

How do I set up and use Team Scheduling?

Use Team Scheduling to create a calendar that shows your shared availability with one or more colleagues.

How do I create an Email Blast?

Create an Email Blast to send templated, personalized emails to a list of 100 or fewer recipients.

How do I use Book Meeting?

Use Book Meeting to hand-pick meeting times, insert them into an email, and then let the recipient choose their preferred time out of the selection.

How do I use Manage Connections?

First connect your Salesforce & Email accounts from Manage Connections to gain access to Scheduling, Sync, or Email Blast.

How do I sign into the Dashboard?

Sign into the Cirrus Insight Dashboard to configure profile and settings, enable syncs, adjust Calendar Scheduling pages, and more.

How do I install the 'lite' Gmail Add-on?

Cirrus Insight's Gmail Add-on offers a mobile-focused "lite" version of the inbox Sidebar. It's intended for use in the Gmail mobile app or on desktop when the Chrome browser can't be used.

What's the difference between the full Extension and the lite Add-on for Gmail?

For a mobile-focused "lite" version of the Cirrus Insight Sidebar (via Gmail mobile app or non-Chrome browser), use the Cirrus Insight Gmail Add-on. For the fully featured Cirrus Insight Sidebar experience (via Chrome for desktop), use the Cirrus Insight Chrome Extension.

How do I set a Custom View for my Scheduling link?

From the Scheduling tab, use Custom View to limit your calendar availability to a specific date range when sending personalized meeting links.

What Sidebar features are only available when composing an email?

When composing an email, the Sidebar will automatically show the compose-specific features Email Options (track emails/clicks), Templates, and List Send.

How do I use Signature Capture?

When creating a contact or lead, Signature Capture will automatically scan an email signature to pre-fill important fields like name, email address, and phone number.

How do I sign in to the Sidebar? | Outlook

After you install Cirrus Insight for Outlook, sign in to the Sidebar in your inbox to start filing emails to Salesforce, creating records, and much more.

How do I sign in to the Sidebar? | Gmail

After you install Cirrus Insight for Gmail, sign in to the Sidebar in your inbox to start filing emails to Salesforce, creating records, and much more.

How do I uninstall Cirrus Insight for Outlook?

To uninstall the Cirrus Insight sales productivity app from Outlook in Office 365, follow these steps.

How do I uninstall Cirrus Insight for Gmail or Chrome?

To uninstall the Cirrus Insight sales productivity app from Gmail or Chrome, follow these steps.

How do I uninstall Cirrus Insight?

To uninstall the Cirrus Insight sales productivity app from your Gmail account, Chrome and or your Office 365 Outlook follow the instructions on this page.

How do I install Cirrus Insight for Gmail?

Create, edit and manage your Salesforce records from Gmail using the Cirrus Insight Chrome extension. Learn about the four easy steps to installing the extension.

How do I access Cirrus Insight from the Outlook mobile app?

The same Cirrus Insight Sidebar that you use in Outlook desktop/web can also be accessed from the Outlook mobile app.

How do I use List Send for mass emailing?

How To Send Email Templates To a list using Cirrus Insight Email List Send?

Video - Log a Call in Salesforce using the Cirrus Insight Sidebar

Logging a call is important for recording your data. Learn how to log a call in Salesforce using the Cirrus Insight Sidebar in this informative video.

Video - Create a Salesforce Task with the Cirrus Insight Sidebar

Better optimize your business' processes. Learn how to create a Salesforce task using the Cirrus Insight Sidebar in this informative video.

Video - Create an Event in Salesforce using the Cirrus Insight Sidebar

Better optimize your business' processes. Learn how to create an event in Salesforce using the Cirrus Insight Sidebar.

Video - Add or Edit a Salesforce Record from the Cirrus Insight Sidebar

Better optimize your business' processes. Learn how to edit a Salesforce record from the Cirrus Insight Sidebar.

Video - Filing an Email Using the Cirrus Insight Sidebar

Better optimize your business' processes. Learn how to file an email using the Cirrus Insight Sidebar.

Video - Adding A Salesforce Contact using Cirrus Insight

Better optimize your business' processes. Learn how to add a Salesforce contact using the Cirrus Insight Sidebar.

Introduction to Buyer Signals

Don't let your sales team fall behind. Learn how Cirrus Insight can implement buyer signals into your sales teams for better performance.

How do I set up and use Calendar Sync?

Use Calendar Sync to keep events in sync between Salesforce and your email calendar. Set up rules, filters, and enhancements to customize which events should be synced.

How do I set up and use Email Sync?

Use Email Sync to automatically sync your emails to Salesforce. Set up rules, filters, and enhancements to customize which emails should be synced.

How do I file an email to Salesforce?

Use File Email from the Sidebar to easily add important emails into Salesforce without having to leave the inbox. See options below.

How to search Salesforce from the Sidebar

There are occasions where an email is received that causes action to be needed for a person or entity who is not included in the email. Learn how Cirrus Insight accommodates this through a versatile search fu

Why Does Sidebar Open Internet Explorer Instead of My Default Browser?

The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Find out why Cirrus Insight opens Internet Explorer in your browser

How to Scan A Business Card Using Cirrus Insight Mobile.

The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how to scan a business card using Cirrus Insight Mobile.

How do I install the Cirrus Insight 2021 mobile app?

To download the Cirrus Insight 2021 mobile app, search for "Cirrus Insight 2021" in the iOS App Store or Android Play Store.

I currently sign in via Cirrus Insight but want to sign in via Salesforce instead

Learn how to link your sign in methods to sign in via Salesforce instead of Cirrus Insight dedicated credentials.

How do I set up Calendar Scheduling?

Customize your Meeting Types and Calendar Views to get the most out of Calendar Scheduling

How do I install Cirrus Insight for Outlook?

To start using Cirrus Insight for Outlook on PC or Mac, install the Cirrus Insight Office Add-in.

How do I set up and use Task Sync?

Use Task Sync to keep your tasks in sync between Salesforce and your email platform.

Why Isn't the Cirrus Insight Plugin Showing Up in Outlook?

The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about enabling the Cirrus Insight plugin for Outlook.