Riva CRM Integration - Documentation and Knowledge Base
How to Use Riva Insight (User Guides)
Riva Insight: Log in to the Insight Panel
Audience: End Users and Project Team Lead. To log in to the Insight panel: Log in to a supported email client. If the Insight panel does not appear automatically, do one of the following: In the Welcome to Riva...
Riva Insight: Components of Context View
This article is not completely up to date. The articles that this article links to are not up to date. For questions or concerns, contact the Riva Success Team. The Riva Insight context view used to be called the Insight panel. It is...
Use Riva Insight Track in CRM
Audience: End Users. The purpose of Track in CRM is to create an additional relationship to an item that you want to have recorded in CRM. Contents: Limitations. Track a contact.> Track an appointment, email, or task. View...
Use Riva Insight in Basic Mode
Audience: End Users. Purpose: When in basic mode (basic email tracking), you can track emails in the CRM even though you cannot see the Riva Insight panel or the Track In CRM button on Outlook's Home ribbon. you can sync emails...