Synchronizing emails and calendar events to Cirrus is super easy! 😄
Follow these steps:
Mark the calendar event or email in Outlook
Right click and select "Catergorize" in the menu and choose the category "Cirrus".
The category will be created automatically in your Outlook, but if not - just create a new category and name it Cirrus.Cirrus connects the calendar event or email to the right person and account by matching the recievers e-mailaddress.
Note that if you make notes in the activity in Cirrus, you need to do so in the Result field. If you write text in Description, the invitation in Outlook will be updated and your notes will be shared with the customer.
Please note:
Cirrus will synchronize with Outlook every 15 minutes which means that a meeting may not show up in your calendar immediately.
📌The add on "Exchange+" or "Outlooksync" is required for this workflow.