Riva CRM Integration - Documentation and Knowledge Base

Riva Insight: Log in to the Insight Panel

Article ID: 1254
Last updated: 21 Sep, 2020

Audience: End Users and Project Team Lead.

To log in to the Insight panel:

  1. Log in to a supported email client.

  2. If the Insight panel does not appear automatically, do one of the following:

    • In the Welcome to Riva Insight window, enter your Riva Cloud credentials to log in to Riva Insight;

      OR

    • If you see Click Here to Login with Salesforce as on the screen shot, select the link. For more information, see Riva Insight via Riva Cloud: Login with Salesforce.

      OR

    • If you do not know your login, contact your Riva administrator, or select Forgot Password.

    The Insight panel appears and can be expanded or contracted.

  3. To use the Insight panel to access information, see

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Article ID: 1254
Last updated: 21 Sep, 2020
Revision: 51
Views: 6573
Comments: 0