Riva CRM Integration - Documentation and Knowledge Base
Meeting Notes
Riva Insight Meeting Notes: Overview
For Admins: Configure Meeting Notes. For end-users: Capture and share Meeting Notes from within Riva Insight. Minimum requirements. Capture Meeting Notes: overview: Old way vs. Riva way. What Capture Meeting Notes does. ...
Riva Insight Meeting Notes: Admin Guide
What is Riva Insight Meeting Notes? Requirements for Meeting Notes. For end-users: Capture and share Meeting Notes from within Riva Insight. Creating, updating, and sharing Meeting Notes from Riva Insight requires configuration in...
Riva Insight Meeting Notes: User Guide
What is Meeting Notes? For Admins: Configure Meeting Notes. Capture Meeting Notes. Edit Meeting Notes. Delete Meeting Notes. View Meeting Notes in CRM. View Meeting Notes shared by email. Deal with a reminder to share Meeting...