Tutorial Videos

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

Sidebar Sync Scheduling Smart Scheduler 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.

Connect to a Sandbox

Learn how to sign into Cirrus Insight using a Salesforce Sandbox in Outlook.

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.

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?

Discover the functionality and capabilities of Smart Scheduler.

Where is it Located?

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

Create a New Schedule

See how to create a new schedule from the homescreen.

Smart Scheduler Workflows

Dive into workflows and understanding the different steps.

Adding Assignees

See how to add assignees to your Smart Schedule.

Deploy your Smart Schedule

Discover how to deploy your Smart Schedule.

Create Custom Attributes

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

Assign Custom Attributes

Understand how to assign custom attributes to users.

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

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

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

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

Tutorial Videos