How to open Revenue Grid

1 min read - updated few hours ago

1. via the direct link

Open the Revenue Grid access link provided by Support or Implementation teams, e.g. https://mycompany.revenuegrid.com

When opened for the first time, you will be prompted to connect.

Follow the prompt with relevant option, and enter your SFDC credentials in the opened pop-up.

2. via Revenue Grid Email Sidebar

1. Open Email Sidebar, whether on your Outlook.com/Office 365, MS Outlook Desktop or Gmail email client


2. Open the Email Sidebar menu (hamburger icon **☰** ) and click Open Revenue Grid