CRM

Discover the full potential of Altvia’s CRM. Whether you’re a seasoned user or just getting started, we’re here to assist you in maximizing the value of our platform.

Articles

Reports and Dashboards

How to Create a Duplicate Account or Contact Report

How to Share a Dashboard

How to Create, Edit, and Update Dashboards in the CRM

How to Add New Fields to Custom Report Types

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Data Management

How to Configure the Request Form in the VDR/Portal and CRM

How to Create a Duplicate Account or Contact Report

How to Create Checklists in the CRM

Why Can’t I Edit a Record in the CRM?

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Tearsheets

How to Generate Tearsheets in the CRM

MFA

How to Disconnect a User’s MFA Connection

How to Reset a CRM User’s Password

How to Enable MFA for User Accounts: A User Guide

Interactions

How to Create a Custom Report Type for Accounts and All Interactions

How to Leverage Your Data in the CRM by Reporting on Interactions

How to Use Email to Salesforce (E2SF) to Create Interactions and Interaction References

CRM Interactions and Interaction References – Everything You Need To Know

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Email Plugin

How to Install the Salesforce Gmail Integration

How to Install the Salesforce Outlook Integration

User Guides

Interactions

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CRM Training

Learn the basic workflows and data model in the CRM.

GET STARTED WITH CRM

New User to the CRM

Self-paced Training Module

REPORTING

Create Reports in the CRM

Self-paced Training Module

DASHBOARDS

Create Dashboards in the CRM

Self-paced Training Module