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