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  1. Attach.io - Upload spreadsheets

    The ability to upload CSV/Spreadsheets to Attach.io

    2 votes
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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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      • 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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          • The Action Items from a Flight Plan would create tasks either in Salesforce or as reminder emails in my inbox. I find it cumbersome to have

            I think it be great if the Action Items from a flight would generate a task in Salesforce or appear as reminder emails in my inbox. I find it cumbersome to have to constantly pull up the Action Items list to see what needs to be accomplished.

            1 vote
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            • Have Yes/No embedded in Email Step

              Allow an embedded "Yes/No" option within an Email step. Based on radial button response (Yes or No), a specific text for email is used. For example, in Review and Send, I would like an option that says, "Connected on LinkedIn?" Yes or No. After I check to see if we are connected, I select either Yes or No response and based on the response, CI serves up one email vs. another.

              1 vote
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                1 comment  ·  Flight Plans  ·  Admin →

                Hi Robert. Thanks for your feedback. This is not likely on our near-term roadmap, but I want to see what others in the community say.

                I understand the differences you’re looking for, but with the current product, you can have a customer Flight Plan and a Prospect flight plan (or likely multiple of each).

              • Ability to delete someone from a Flight Plan from Action Items

                There are cases when I would like to remove people from a flight on the Action Items tab.

                3 votes
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                • Ability for Many People to Book Same Time for {Book Meeting in Flight Plans}

                  I use Book a Meeting in a Flight Plan that is for an event - in this case, a webinar. In the case of webinars, you want many people to be able to book the same time slot.

                  2 votes
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                    Thanks Robert. I understand what you’re looking for, but Book Meeting — as it is today — isn’t made for this. But I’ll think through it some more.

                    But for this specific webinar use case, don’t you have a webinar sign-up page that has direct integration to your webinar solution?

                  • Need the ability for users to see more than 50 tasks in Action Items list

                    Flight Plans currently limits users to only view 50 items at a time. Adding a more option or auto-update on scroll would be helpful.

                    4 votes
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                      started  ·  1 comment  ·  Flight Plans  ·  Admin →
                    • Have as Day of Week Send option in Flight Plans

                      We want the ability to specify an email step in a flight plan to be sent on a specific day - not just hours/days after previous step. For example, Have email send the following Monday (selected by checking box for a particular day of the week).

                      1 vote
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                      • When inserting a video link in email have it display a hero image

                        To create better engagement with links - particularly video links - we would like to see hero images of a video link displayed in email - similar to YouTube, Vimeo, Screencast, etc.

                        1 vote
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                        • Flight Plan Opportunity Reporting

                          We currently use Salesforce reports to ensure opportunities have future activities planned. When we use Flight Plan there is no way to report on opportunities that have an activity to are in a flight plan.

                          3 votes
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                            under review  ·  1 comment  ·  Flight Plans  ·  Admin →
                          • Be able to see what Accounts are in what Step in a Flight Plan

                            Maybe part of analytics coming in the future. But in the meantime, is this something that can be surfaced up from within Cirrus Insight like a lot of the other analytical info?

                            1 vote
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                            • We could see a flight history

                              I'd like to know which flights people have been in in the past, what step they were on when the flight stopped etc.

                              This will cut back on people being put into flights they have already made it through in the past.

                              1 vote
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                              • An in flight indicator existed

                                Right now we have a yellow dot, blue dot to indicate that someone is a lead or contact in SFDC. We do not have anything in the inbox that indicates this person is currently in a flight. Something simple will suffice. I small plane next to their name. I set of wings...something simple. Just to get a good overview by looking at your inbox as to who's responding to a flight email vs a pardot email vs a hand written email. You get the idea.

                                1 vote
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                                • Picklist the Follow-up Flight Plan after Outcome selection

                                  I want to be able to select different follow-up flight plans other than the one that I've auto-assigned to an outcome.

                                  Can we make it modular via a picklist so that when I choose an outcome, I can then choose which follow-up flight plan I think works best?

                                  1 vote
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                                  • Reassign Active Flight Plans To Other Users

                                    We recently needed to term a rep. The problem is that she has 50+ contacts in active flight plans. I guess we'll need to have someone monitor & manage the prior reps inbox until those complete. It would be much better if we could send an email to those in active flight plans announcing the change and reassign active flight plans to a new rep.

                                    1 vote
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                                      planned  ·  0 comments  ·  Flight Plans  ·  Admin →
                                    • Cirrus Insight Analytics included Flight Plans

                                      I love the CI Analytics and feeding into Salesforce to run Reports or view Dashboards. However, it would be great to also have Analytics feed performance data from flight plans into Salesforce as well.

                                      1 vote
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                                        planned  ·  0 comments  ·  Flight Plans  ·  Admin →
                                      • 1 vote
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                                        • Ability to Resize Columns (Choose Recipients) from Report

                                          First Name and Last Name are showing truncated when I select recipients from one of my reports in Salesforce. I need the ability to resize the column so I can view the names. All I can see is the first one or two characters of the first name and one or two characters of the last name.

                                          2 votes
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                                            Yeah, the current screen becomes unreadable if you have a lot of columns in the report.

                                            We’re fixing this and should have it out in either the next or the next, next release.

                                            In the meantime, you’ll need to shave off the non-critical columns.

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