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Riva CRM Integration
Sync your CRM directly to Microsoft Exchange
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Videos – iPad CRM Integration
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1. Introduction
1.1
iPad CRM Integration with Riva
09:12
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1.2
iPad CRM Integration Slides
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2. Set-up and configuration
2.1
Configure your iPad for Riva
03:21
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3. Working with your iPad
3.1
Sync, create and manage CRM contacts
05:45
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3.2
Sync, create and manage CRM appointments
06:04
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3.3
Archive emails to CRM contacts, opportunities, cases, quotes, …
06:00
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3.4
View and manage CRM opportunities, cases or quotes
03:48
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3.5
Create new CRM opportunities, cases or quotes
05:43
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4. Next steps
4.1
Download Riva CRM Integration Server
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4.2
Documentation
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4.3
Pricing
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4.4
Contact information
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