FAQ - Circa

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Where do I find my Workspace settings?

To access your organization's Workspace click on the briefcase in the Icon Tray. The Workspace sub-menu allows you to add...

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Overview of User Types & Permissions

Overview In Circa, every user belongs to a single Workspace. Within a Workspace, there are three types of users: Admin,...

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How to Search for Events, Contacts and Notes

With Circa's upgraded smart search, users can now search all contacts, events, and notes within their Workspace. Use the smart...

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How to navigate the Sidebar

This article was created to introduce new users to some of Circa's key features and how to find them. Circa's...

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How do I create custom views of the Events Dashboard?

Once your Circa Workspace is populated with thousands of events you'll want to use filters and columns to quickly locate...

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How do I prepare an Events spreadsheet to be imported?

To prepare an Events spreadsheet for import into your Circa Workspace, follow the instructions below. Then sign in and follow...

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How do I set up Event Request Forms?

Streamline your event approval process using Circa's Event Request Forms. Determine required information, gather event request submissions, and determine an...

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How do time zones work in Circa?

All Events within Circa have a time zone that updates to reflect the time zone of the Event's location. If...

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Why am I not receiving email from Circa?

If you're not receiving email from Circa, first please check your spam folder to see if they have incorrectly been...

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How do I sign up for Event Intel by Circa?

Event Intel is a free tool allowing you to search thousands of 100% publicly sourced and verified b2b events. Create...

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About Circa Subscriptions

When you sign up for an account with Circa, you agree to pay a certain amount (based on the number...

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What browsers is Circa compatible with?

Circa supports all modern web browsers, including Chrome, Firefox, Safari and Internet Explorer version 11 and higher.

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How do I opt-out of analytics research?

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