Specifications

• What are the system requirements?

  Learn how to review your system components to ensure they meet the requirements to run Cirrus Insight for Outlook.

• How do I choose whether a contact or an account is automatically displayed in the side panel?

  When you open an email or hover over an email address in your inbox, Cirrus Insight will automatically search Salesforce and then display the matching Salesforce record in the sidebar. Depending on your setting, you can choose to either display the matching contact record or the account record tied to that email address.