cirrus insight quick start guide
TRANSCRIPT
Quick Start
Users
Install Cirrus Insight in Outlook or Gmail
-Enable email Sync
-Enable calendar Sync
-Enable email, link, and reply tracking
Install Cirrus Insight for iOS and Android.
Access resources including cheat sheets, screenshots, videos, and manuals.
Attend a weekly webinar or schedule a demo.
Contact support if you have any questions.
Administrators
Set up Cirrus Insight account dashboard to control users and settings.
Configure page layouts for users in Outlook or Gmail
Install and set up Cirrus Insight Analytics for reports and dashboards in Salesforce.
Access resources including administrator manuals and videos. Attend a weekly webinar or schedule a demo.
Contact support if you have any questions.
Check for useful integrations and Inbox Appswith your existing tools.
Cirrus Insight is the #1 sales application on the
Salesforce AppExchange. Cirrus Insight helps
drive productivity and performance by
bringing Salesforce into Gmail and Outlook
and mobile where salespeople work.
About Cirrus InsightStart a free 14-day trial,
join a webinar, or schedule a 1:1 live
demonstration at www.cirrusinsight.com
Email us at [email protected]
or call us at 1-844-287-0950.
Contact Us
Welcome to Cirrus Insight! Let’s get started.