Manage CRM Records Directly from Riva Insight: Overview

• Which CRM records can be created and/or updated directly from Riva Insight.
• System requirements.
• Supported CRMs.

Which CRM Records Can Be Created or Updated Directly from Riva Insight

After a quick configuration by your company's Riva Insight administrator, end users can create and/or update one or more of these types of CRM records from Riva Insight.

• Contacts,
• Leads,
• Accounts,
• Opportunities, and
• Tasks.

Notes:

• Riva Insight is configured with a predefined set of fields for each create and update window. The fields can be customized: add your own fields, reorder the fields, remove, change labels, add validation, or change whether a field is required. For customizations, contact the Riva Success Team.
• The ability to create CRM contacts from Riva Insight was introduced in version 2020.2.

Minimum System Requirements

• Riva Insight 2020.3.

Note: If you use the Riva Insight Outlook Windows add-in, we recommend upgrading to version 2020.3.

Supported CRMs

• Salesforce
• Microsoft Dynamics CRM.