Manage CRM Records Directly from Riva Insight: Configuration

Article ID: 2069

Last updated: 16 Jun, 2020

Your company's Riva Insight systems administrator is required for the procedure in this article.
How do end users create and update CRM items from Riva Insight?

Minimum requirements:

Supported CRMs:

To enable Riva Insight end users to create and/or update CRM records from Riva Insight:

In Riva Insight, at the bottom of the panel, click .
In the Settings window that appears, select the Insight Panel tab. In the left pane, under General Settings, select Features Config.
In the right pane, select Create and/or Update for each CRM module that you want users to create and/or update records for. Click Save.

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Article ID: 2069

Last updated: 16 Jun, 2020

Revision: 6

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