Note: This feature is only available on the Closer plan.
If your team is using Attach, as a team Admin you can now get a better overview of all communication and engagement with your customers.
If you ever ask questions like:
Across our team, which content are clients most engaged with?
Who is sending out the most presentations or proposals?
Of the proposals we sent out, which clients are most engaged?
Well, now you can find the answer in seconds.
If you’re a team admin, you can find the dashboard in your right-hand menu:
With the Dashboard team overview, you can get visibility across your entire team, including:
Documents viewed:
Activity of your team members:
Most viewed links:
Activities of Contacts:
Activities by Company:
Armed with the dashboard insights you can start to see how effective your teams engagement is with your clients.
How do I uninstall Cirrus Insight for Office 365?
Learn how to quickly uninstall Cirrus Insight from your Office 365 apps.
How do I install Cirrus Insight for Outlook?
Learn how to easily install Cirrus Insight for Outlook.
How do I reinstall the latest version of Cirrus Insight for Outlook?
Learn how to reinstall or manually update Cirrus Insight for Outlook to the latest version.
How do I authorize my Office 365 account when Calendar Sync encounters a problem?
If you received an email with the subject "Cirrus Insight Calendar Sync Problem," that means Calendar Sync wasn't able to access your calendar and you'll need to grant authorization.
Does Cirrus Insight work with TLS 1.1 and higher?
Cirrus Insight can accommodate the highest level of TLS that the host supports.