Tutorial Videos

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

Sidebar Sync Scheduling Buyer Signals Email Blast

Sidebar

Have a question involving the Cirrus Insight sidebar? We've got answers. And if you don't see your question answered, start a live chat with our expert support team right now. 😀

Installing Sidebar on Gmail

Installing Sidebar on Gmail

Learn how to install the sidebar on Gmail.

Installing Sidebar on Outlook

Learn how to instal the sidebar on Outlook.

How to Create a Contact within your Sidebar

See how you can create contacts via the sidebar.

Customize the Way you Interact with your Sidebar

See how you can customize your sidebar.

Pull in Salesforce Templates to your Email

Discover how you can use the sidebar to pull Salesforce templates into your email.

Attaching Meetings to Accounts

Learn how to associate meetings to accounts using the sidebar.

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

Salesforce Sync Settings

Customize how your no-touch auto sync works

Email Syncing with Salesforce

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

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

calendar-scheduling-personalized-booking-page

How to Use Book Meeting

Increase your meeting bookings with Cirrus Insight.

Customize Calendar Availability

Tips and benefits of utilizing calendar views.

Team Scheduling

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

Calendar Sharing

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

Buyer Signals

Have a question involving how to use Buyer Signals provided by Cirrus Insight 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

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

User Dashboard for Buyer Signals Analytics

Dive into the analytics around email performance and activity.

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

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

Nurture Contacts

Use technology to automate your outreach

Upsell Customers

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

Customer Event Invitation

Events are some of the best ways to engage with customers

Customer Research

Know your customer with quality research

Tutorial Videos