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.
