Recent Updates
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Updated on: Apr 19, 2022
Chart Types
You can create various types of charts in a dashboard
Manual Dashboards -
Updated on: Apr 18, 2022
What is a dashboard?
Manual Dashboards -
Updated on: Apr 05, 2022
Add Contacts to a Campaign
The easiest way to add a large cross-section of people to a campaign is to pull a report with your email recipients and "Add to Campaign". See instructions below.
Manual Reports -
Updated on: Mar 30, 2022
Exporting your report
Manual Reports -
Updated on: Mar 28, 2022
Shipping Seminar Readings
Manual Managing Seminars -
Updated on: Mar 28, 2022
Report Subscriptions
When you schedule a report, you will need to set a running user whose data will be visible on the report (if your VP wants to see the report, make him/her the running user so the data they would normally see is visible). The running user must have access to the folder in which the report is saved.
All email recipients must have access to the same folder, and the report is emailed within 30 minutes of the preferred Start Time.
Manual Reports -
Updated on: Mar 22, 2022
Formatting Guide
Manual Help & Training -
Updated on: Mar 21, 2022
Filtering by relative or custom dates
The standard filters in the report builder won't always let you filter the report for the time frame you want. You can remove the standard filter time frame and replace it with a custom filter.
Manual Reports -
Updated on: Mar 16, 2022
Setting up your logistics email template to send via Cirrus
This option is the most time consuming, but necessary when you need to CC assistants or other people on each contact's email (e.g. emailing seminar participants about travel informaiton). Individual emails can be sent directly through Salesforce or through the Cirrus Outlook plug-in. Find instructions for both methods below.
Manual Managing Seminars -
Updated on: Mar 16, 2022
Setting up your logistics email template to send via Salesforce
This option is the most time consuming, but necessary when you need to CC assistants or other people on each contact's email (e.g. emailing seminar participants about travel informaiton). Individual emails can be sent directly through Salesforce or through the Cirrus Outlook plug-in. Find instructions for both methods below.
Manual Managing Seminars