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Knowledge Base
Sidebar
How do I use Templates?
Streamline sales workflows and enhance productivity with Cirrus Insight's powerful CRM and email integration tools designed for various roles and industries.
Admins | How do I customize Sidebar field layouts?
Reorder or hide the fields that display for an object in the Sidebar to create a custom Cirrus Insight layout without having to change the Salesforce page layout.
Admins | Customize Sidebar Field Layouts
Learn how to customize and rearrange object fields in the Cirrus Insight Sidebar without altering the Salesforce page layout.
Admins | How do I adjust Sidebar settings for my org?
Cirrus Insight Admins can customize the Sidebar experience for their org, including whether certain features and functionalities are available or not.
How do I file an email or event to Salesforce?
Use File Email from the Sidebar to easily add important emails into Salesforce without having to leave the inbox. See options below.
Admins | How do I customize Salesforce to change Sidebar field displays?
To adjust how fields display in the Sidebar, edit the appropriate layout(s) in Salesforce.
