If using the Sidebar, learn how to complete common Salesforce actions directly from the inbox.
Add a New Contact or Lead
- From the People Tab, select the + Contact or + Lead icon under the person you want to add.
- Confirm/add details and Save.
- Unrecognized email addresses will display the message “Record not available in Salesforce.”

Edit an Existing Record
- From the People Tab, select the
pencil icon under the record you want to edit.
- Make changes and Save.
For objects other than contacts/leads:
- From the Work Tab, click the object type.
- Select the pencil icon under the record you want to edit.
- Make changes and Save.

File an Email to Salesforce
If you don’t use Email Sync, you can manually file emails to Salesforce.
- Open any email that you want to file to Salesforce.
- From the People Tab, select the File Email icon (next to the related person).

- Confirm or change the additional Related To record.
- Optionally, choose to File Attachments.
- Click File Email in Salesforce.
- Filed emails will display in Salesforce under the related person’s/record’s activities.
- You can enable Quick File to file emails with a single click.
- Emails will be related to the person & account.
- User Dashboard > Sidebar > Salesforce Integration > Email

Ready to learn more? Check out our Knowledge Base to get going with useful solutions such as
How do I set up Calendar Scheduling? or How to search Salesforce from the Sidebar.
Need guidance? Start a Support chat from any page on cirrusinsight.com.