How to open Revenue Grid

1 min read

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.

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2. Via Revenue Grid Email Sidebar

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


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