Flight Plans

• For Admins: How do I create a Flight Plan?

  Learn the steps to create a Flight Plan for the Cirrus Insight Flight Plan users at your organization.

• For Admins: How do I set an Outcome for a Flight Plan?

  Learn the steps to create an Outcome for a Flight Plan.

• How do I manage my Action Items in Flight Plans?

  Learn what the three types of Action Items are and how you interact with them in Flight Plans.

• How do I start a Flight for a lead or contact?

• How do I pause or stop a Flight?

  As a non-Admin, learn how to pause or stop a Flight.

• For Admins: How do I view users' performance and outcome results in Flight Plans?

  This article will explain how to navigate within the Performance tab, describe the type of information presented, and display the options available to you as the Admin.

• For Admins: How do I manage my Action Items in Flight Plans?

  Learn what the three types of Action Items are and how you interact with them in Flight Plans.

• For Admins: How do I start a Flight for a lead or contact?

• For Admins: How do I pause or stop a Flight?

  As an Admin, learn how to pause or stop a Flight for a user.

• For Admins: How do I pause or stop a Flight Plan?

  As an Admin, learn how to pause or stop one or more Flight Plans. Doing so will affect all your users.

• How do I pause or stop a Flight Plan?

  Learn how to pause or stop one or more Flight Plans.

• For Admins: Where can I view detailed information about each Flight Plan?

• For Admins: How do I start Flights from Salesforce?

  As an Admin, learn how to integrate Flight Plans into Salesforce using Process Builder and Cirrus Insight Analytics to create automated processes that start Flight Plans automatically for your users.

• For Admins: How do I use the "Email Opt Out" field?

  Learn how to use the Email Opt Out field to exclude contacts/leads from receiving mass emails.

• How do I add recipients to a Flight from a CSV?

• For Admins: How can I change my users' Flight Plans permissions?

  As a Cirrus Insight Admin, you can grant users the permission to create/manage Flight Plans, or you can even disable access to the Flight Plans feature entirely.