How do I refresh Cirrus Insight?
Overview
Refresh Cirrus Insight to bring in the most current data from Salesforce. This function is especially useful if you or your Salesforce admin have recently added new fields or values to Salesforce.
Steps
- Open Cirrus Insight Settings via the wrench icon.
- Choose Account Information from the menu on the left.
- Click the Refresh Cirrus Insight button.
Updated Jan. 2021
Related Articles
-
How do I trial the new Cirrus Insight?
The new Cirrus Insight brings all the best features from Cirrus Insight 2019 into a more refined, reliable, and easy-to-use offering that reduces CRM friction and helps close deals.
-
For Admins: How do I upgrade my org to the new Cirrus Insight?
The new Cirrus Insight brings all the best features from Cirrus Insight 2019 into a more refined, reliable, and easy-to-use offering that reduces CRM friction and helps close deals.
-
How do I clear my Outlook cache?
If you use Outlook for Windows and experience performance or access issues when using Cirrus Insight (such as a blank pop-up screen or repeated login loop), you can clear the Cirrus Insight for Outlook cache that's stored locally on your PC.
-
How do I authorize my Office 365 account when Calendar Sync encounters a problem?
If you received an email with the subject "Cirrus Insight Calendar Sync Problem," that means Calendar Sync wasn't able to access your calendar and you'll need to grant authorization.
-
How do I uninstall and reinstall Cirrus Insight in Chrome?
Learn how to uninstall and reinstall Cirrus Insight from your Chrome extensions.
- Account Management
- Activities+
- Add to Salesforce
- Attach (Document Tracking)
- Book Meeting
- Calendar Sync
- CI Tab for Google Calendar
- Contact Sync
- Email Campaigns
- Email Sync
- Email Tracking
- Flight Plans
- Follow Up
- Install
- Link Tracking
- Log In
- Reply Tracking
- Reports
- Signature Extraction
- Specifications
- Templates
- User Guide