How to Use Riva Insight (User Guides)
Riva Insight: Log in to the Insights Panel
Audience: End Users and Project Team Lead. To log in to the Insights panel: Log in to a supported email client. If the Riva Insight panel does not appear automatically, do one of the following: In the Welcome to...
Riva Insight: the Insights Panel
Components of the Insights panel: Header and logos. Search. Organization information. Contact information. Settings. Header and Logos The Insights panel header can be customized with your own logos and links to your...
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...


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