Riva CRM Integration - Documentation and Knowledge Base
How to use Riva Bookings (User Guides)
Riva Bookings User Guide
With Riva Bookings, you can now reduce email scheduling back and forth by up to 85%! Contents: Signing into Riva Bookings Settings Default Availability Meeting Preferences Integrations Creating an availability link ...
Riva Insight Windows Add-in Bookings Experience
Riva Insight allows users to interact with Riva Bookings directly from Riva Insight to increase productivity and user experience. This feature is supported on: Riva Insight Server 2022.2 or later and with any of the following...
Riva Insight Web Add-in Bookings Experience
Rather than having to constantly go back and forth between the Riva Insight Bookings Portal and Outlook whenever you need book meetings, there is an Outlook Web Add-In experience available for a more streamlined user experience. For...
Riva Bookings CRM Experience
Overview Any meetings booked with Riva Bookings are synced to CRM based on configured business rules. This could mean that all meetings are automatically synced to CRM, select meetings based on keywords, or a user categorizes meetings. ...