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Can Riva Create Accounts and Leads when Converting an Email?
Question from a Client I just tried to create a new opportunity from an email. The contact did not exist in the CRM yet. It created a lead from the email address and an opportunity without an account. Is there a way to have the...
Poll for Account Name Changes More Frequently
By default, when Riva Cloud or Riva On-Premise syncs contact information from the CRM, Riva polls for organization, company, or account name changes only once every three days. You can force the polls to be more frequent. ...
Add Prefix to Name of Account Created by Email SmartConvert
Applies to... By default, when Riva Sync processes contacts and accounts, when the SmartConvert does not successfully match an existing account, a new account is created in the CRM. Riva removes the email recipient name and the @...
Error - No Matching Contacts
Issue Users experience the error 'No matching contacts' during synchronization. By default, when an email item does not match any CRM contact or lead and the sync process cannot create a matching CRM contact or lead, four things occur:...
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