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

Inline Editing for MyInsights Content

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

Sharing MyInsights Content

Viewing MyInsights Content on Classic

Viewing MyInsights Content in Lightning

Viewing MyInsights Content on iPhone

Managing Visibility to MyInsights Content
Managing MyInsights Visibility for Accounts

Enforcing Order Review 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 *

* 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.