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  1. we could require a phone number when booking a meeting via the Personalized Scheduling Link.

    Our Sales team uses personalized scheduling pages to book demos (phone call + screenshare sessions) with prospects. It would be great if we could customize the book meeting form to request (or better yet - require) a phone number where our Rep can contact the prospect at the time they have selected using the scheduling link.
    At this time the form requires only name and email address. As these are prospects, we may not have a phone number for them yet at the time they request the demo, and currently there is no way for them to provide that to…

    8 votes
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      planned  ·  0 comments  ·  Scheduling Pages  ·  Admin →
    • Auto-enable Follow-up was available as a feature

      I'd like auto-enable to be available as a feature on my cirrus insight. Thank you.

      12 votes
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      • filter power search

        I request ability to filter power search by
        record type or by some other standard/custom field

        6 votes
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        • You could archive mails with the edit function.

          I think it’s a bug. It isn’t possible to archive mails at once over the edit function. You have to archive mail by mail.

          1 vote
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          • Attach.io - Upload spreadsheets

            The ability to upload CSV/Spreadsheets to Attach.io

            2 votes
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            • Adjust size of side panel based on size of browser window

              I often like to work with two windows open at once. Is there any way to decrease the width of the Cirrus sidebar when I make my gmail window half page?

              2 votes
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                we make some small adjustments based on the height of the window, but we don’t do much about the width today. Can you post a link to a screenshot?

              • Advanced Search

                We log our emails to a custom Projects object. Currently, when we do a search, we search by our identifiers and get 20+ results but unfortunately, it shows all pending, in progress and completed projects. More than needed and since we are limited to 10 results, its cumbersome. Would love the flexibility to define what fields our search results are driven by.

                25 votes
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                • Fix UI to not conflict with Gmail Offline

                  When the Ciurrus plugin is turned on, it covers a number of important button in Gmail Offline (specifically Gmail Offline app), like Refresh, Delete, Archive, etc. I use Gmail Offline all the time when traveling. But every time I do, I need to turn off Cirrus so I can do email. Those are often my biggest blocks of emailing (one the plane between CA and NY), so lots of emails aren't being tracked and reduces the value and usefulness from Cirrus.

                  5 votes
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                  • Follow-Ups on Mobile

                    You can configure a follow-up from the web app but not the mobile app. This is an area where our Sales team would really like to see feature parity.

                    5 votes
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                    • There was an "unsubscribe" button for Campaign emails.

                      When I send out emails to a group using the Campaigns feature in Cirrus Insight, it would be great if there was a way for the recipient to be able to unsubscribe or opt out and it be recorded in SF so they were eliminated from future outreach.

                      1 vote
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                        0 comments  ·  Email Sync  ·  Admin →
                      • Better formatting of email body's html text when corvert to text by CI

                        Some improvements in the formatting of html text should be made, at least attempting to respect line breaks in tables, etc.

                        1 vote
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                        • Change color on schedule availibility

                          Change the color of busy times on personal schedule page. It's either light gray(busy) or off-white(available). Can you make busy times like bright red? Clients are having a hard time differentiating between the two and are getting confused.

                          2 votes
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                          • Resolve destructive conflict between Cirrus and ToDoIst Outlook Plug-Ins

                            Please, resolve a conflict between with Outlook ToDoIst plug-in, which causes Cirrus plug-in to stop working and right-panel to disappear.
                            PS This conflict has been witnessed with the help of Cirrus 2nd line support.

                            1 vote
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                            • Cirrus Flight Plan - ACTION ITEMS tab - list contacts at same company sequentially

                              When viewing list of users from a flight under ACTION ITEMS button, Cirrus should list all users from a company one after the other, so its easy to select them accordingly and see how many there are.

                              Right now even if users are from one company, those users are spread throughout the ACTION ITEMS list and you need to scroll around to find them.

                              1 vote
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                              • enhance the sfdc integration/Contact capability w/ org chart?

                                I've been searching for a solution that provides a visual of the sfdc hierarchy. I know CI presents the ability to enter/display "reports to"... i would love some capability ala CI Person... maybe CI Org.. which presents an org chart. AND... what would be really cool, is if the blocks/people in the org chart graphic could be dragged/dropped for new associations. As folks move around alot, editing the "reports to field" on an individual/piecemeal basis is tedious. A graphic aspect that modified associations (reports to) on the backend via drag/drop would be terrific.

                                1 vote
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                                • Cyrrus follow up function in Gmail worked with delegated accounts

                                  Some of your features like follow up is not compatible with delegated accounts and are not supported by CI

                                  1 vote
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                                  • Autopopulate and log Date & Time into SF

                                    For legal reasons, we need to have a record of the date *and* time of the email that we're logging to a student's record in Salesforce. It would be great if this information could be autopopulated into a (custom) field that would also make it easy to sort by and report on.

                                    Thanks!

                                    3 votes
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                                    • 6 votes
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                                        1 comment  ·  Flight Plans  ·  Admin →
                                      • Be able to remove entire account from Flight Plan

                                        We add 10-20 contacts per account to a Prospecting Flight Plan. When we get to Negotiating stage, I would like an ability (easy button - lol) to easily remove ALL contacts associated with an account from a Flight Plan. So we are not sending prospecting messages to an account we are fully engaged with. Does that make sense?

                                        1 vote
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                                        • Email Campaigns in Outlook/Office 365

                                          Our Sales Reps want to be able to send out mass email campaigns to 500 customers at a time to boost productivity, though this feature is available for Gmail we use Outlook and Office 365

                                          4 votes
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