MyInsights Platforms
Creating MyInsights Records
Feature | Browser (Classic) | Browser (Lightning) | CRM Desktop (Windows) | iPad | iPhone | Windows Tablet |
---|---|---|---|---|---|---|
Creating MyInsights Records |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Customizing MyInsights
Feature | Browser (Classic) | Browser (Lightning) | CRM Desktop (Windows) | iPad | iPhone | Windows Tablet |
---|---|---|---|---|---|---|
Smart Linking in MyInsights |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Requesting Location via MyInsights |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Integrating External Data with MyInsights |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
|
Translating MyInsights Tab Names |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Viewing MyInsights
Feature | Browser (Classic) | Browser (Lightning) | CRM Desktop (Windows) | iPad | iPhone | Windows Tablet |
---|---|---|---|---|---|---|
Setting the Default MyInsights Account Profile |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Setting the Default MyInsights KOL Profile |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Setting the Default MyInsights Landing Screen for Veeva CRM |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
|
Viewing MyInsights Content on Classic |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
|
![]() |
![]() |
![]() |
|
|
|
![]() |
![]() |
|
|
![]() |
|
Managing Visibility to MyInsights Content |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Managing MyInsights Visibility for Accounts |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
|
![]() |
|
|
Refreshing Order Pricing Using MyInsights |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Entry Points and OOTB Visualizations
Entry Point | Visualization | Browser (Classic) | Browser (Lightning) |
CRM Desktop (Windows) |
iPad | iPhone | Windows Tablet |
---|---|---|---|---|---|---|---|
Account |
![]() |
![]() |
![]() |
![]() |
|
![]() |
|
Account Plan | Account Plan |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Default Account Profile |
![]() |
![]() |
![]() |
![]() |
|
![]() |
|
Inventory Monitoring | Inventory Monitoring |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Default KOL Profile | KOL Profile |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Orders | Product Group Subtotals |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Remote Meeting | Engage Splash Screen |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Default Landing Screen | Territory Insights |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Territory | Territory Insights |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Territory Feedback | n/a |
|
|
|
|
|
|
Speaker | n/a |
![]() |
![]() |
![]() |
|
![]() |
![]() |
* The entry point is supported on this platform, but the out-of-the-box visualization is not responsive.
** The View All Custom Settings check box must be selected in the Administrative Permissions section of the appropriate end user profile.