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Tutorial Videos

Access a library of tutorial videos on how to configure sync, how to setup calendar scheduling, and more.

Sync

Have a question involving how to sync your data fast and securely using Cirrus Insight? We've got answers. And if you don't see your question answered, start a live chat with our expert support team right now.
Salesforce Sync Settings
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Salesforce Sync Settings

Customize how your no-touch auto sync works

Email Syncing with Salesforce
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Email Syncing with Salesforce

Find out if your emails have been filed or synced with Salesforce.

Domain Blacklisting
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Domain Blacklisting

Learn how to blacklist a domain from syncing into Salesforce.

Scheduling

Have a question involving how to use Cirrus Insight's powerful scheduling features? We've got answers. And if you don't see your question answered, start a live chat with our expert support team right now.
How to Use Book Meeting
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How to Use Book Meeting

Increase your meeting bookings with Cirrus Insight.

Customize Calendar Availability
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Customize Calendar Availability

Tips and benefits of utilizing calendar views.

Team Scheduling
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Team Scheduling

Share combined team availability with one link and eliminate back-and-forth emails.

Calendar Sharing
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Calendar Sharing

Share your calendar with customers and prospects so they can book time with you.

Smart Scheduler

Have a question involving how to intelligently route buyers using Cirrus Insight? We've got answers. And if you don't see your question answered, start a live chat with our expert support team right now.
What is Smart Scheduler?
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What is Smart Scheduler?

Discover the functionality and capabilities of Smart Scheduler.

Where is it Located?
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Where is it Located?

Learn where to access and manage Smart Scheduler in the dashboard.

Create a New Schedule
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Create a New Schedule

See how to create a new schedule from the homescreen.

Smart Scheduler Workflows
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Smart Scheduler Workflows

Dive into workflows and understanding the different steps.

Adding Assignees
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Adding Assignees

See how to add assignees to your Smart Schedule.

Deploy your Smart Schedule
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Deploy your Smart Schedule

Discover how to deploy your Smart Schedule.

Create Custom Attributes
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Create Custom Attributes

Learn how to create custom attributes to use in your schedule.

Assign Custom Attributes
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Assign Custom Attributes

Understand how to assign custom attributes to users.

Create a Form
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Create a Form

Learn how to create a form using custom attributes.

Email Blast

Have a question involving how to use email blast properly? We've got answers. And if you don't see your question answered, start a live chat with our expert support team right now.
Create & Send Email Blasts
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Create & Send Email Blasts

Learn how to create and send an email blast from the sidebar.

Nurture Contacts
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Nurture Contacts

Use technology to automate your outreach

Upsell Customers
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Upsell Customers

The easiest customer to sell to is the one you already have

Customer Event Invitation
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Customer Event Invitation

Events are some of the best ways to engage with customers

Customer Research
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Customer Research

Know your customer with quality research

Buyer Signals

Have a question involving how to use Buyer Signals to see what your prospects are up to? We've got answers. And if you don't see your question answered, start a live chat with our expert support team right now.
Buyer Signals from your Sidebar
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Buyer Signals from your Sidebar

See emails opened, links clicked and website visits right from your sidebar.
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