MyInsights Platforms

Creating MyInsights Records

Feature Browser (Classic) Browser (Lightning) CRM Desktop (Mac) CRM Desktop (Windows) iPad iPhone Windows Tablet
Creating MyInsights Content

Customizing MyInsights

Feature Browser (Classic) Browser (Lightning) CRM Desktop (Mac) CRM Desktop (Windows) iPad iPhone Windows Tablet
Deep Linking in MyInsights
Requesting Location via MyInsights
Integrating External Data with MyInsights

Inline Editing for MyInsights Content

Translating MyInsights Tab Names

Using CLM Thumbnails in MyInsights

Migrating MyInsights Content

Viewing MyInsights

Feature Browser (Classic) Browser (Lightning) CRM Desktop (Mac) 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 Objects

Enforcing Order Review Using MyInsights

Refreshing Order Pricing Using MyInsights

Entry Points and Page Templates

Entry Point Page Template Browser (Classic) Browser (Lightning) CRM Desktop (Mac)

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 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.