MyInsights Platforms

Creating MyInsights Records

Feature iPad iPhone Online (Classic) Online (Lightning) Windows
Creating MyInsights Records

Customizing MyInsights

Feature iPad iPhone Online (Classic) Online (Lightning) Windows
Smart Linking in MyInsights
Requesting Location via MyInsights
Integrating External Data with MyInsights

Inline Editing for MyInsights Content

Viewing MyInsights

Feature iPad iPhone Online (Classic) Online (Lightning) Windows
Setting the Default MyInsights Account Profile
Setting the Default MyInsights KOL Profile
Setting the Default MyInsights Landing Screen for Veeva CRM

Sharing MyInsights Content

Viewing MyInsights Content Online

Viewing MyInsights Content in Lightning

Viewing MyInsights Content on iPhone

Managing Visibility to MyInsights Content

Enforcing Order Review Using MyInsights

OOTB Visualizations

Entry Point Visualizations iPad iPhone Online (Classic) Online (Lightning) Windows
Account

*

*

Account Plan Account Plan *
Default Account Profile

*

*

Inventory Monitoring Inventory Monitoring
Default KOL Profile KOL Profile *
Orders Product Group Subtotals
Remote Meeting Engage Meeting Splash Screen
Default Landing Screen Territory Insights *
Territory Territory Insights *

* The entry point is supported on this platform, but the out-of-the-box visualization is not responsive.