Riva CRM Integration - Documentation and Knowledge Base
User Guides
Set Up a Riva Cloud User
Congratulations! You are probably here because you received an email that advised you that you now have a Riva Cloud user account... and that you need to log in, set a permanent password, and configure data sync between your CRM and email...
Get Started: Riva Cloud Company
Welcome to the Get Started checklist for Riva Cloud Company subscriptions. To get started with Riva Cloud Company: Preliminaries: Ensure that you have registered for a free 15-day trial of Riva Cloud. Choose the Riva Cloud...
Get Started: Riva Cloud Corporate
Welcome to the Get Started checklist for Riva Cloud Corporate. Riva Cloud Corporate is different from Riva Cloud Company mode. With Riva Cloud Corporate, the setup includes creating one connection to the CRM with the credentials...