Riva CRM Integration – CRM opportunities, cases and quotes in Entourage
Another one of Riva’s advanced options is to automatically add a folder in Entourage to view and manage CRM opportunities, cases and quotes. By clicking on the folder, you will see all opportunities, cases and quotes that have been assigned to your account in the CRM. Click on the Riva ConnectBar “Review” or “Edit” buttons and the Riva ConnectBar automatically opens the record in the CRM for you to review or edit. You don’t need to manually open the CRM, click the Opportunities tab, search for the opportunity, click to open it, click to edit it, etc.