How to open Revenue Grid

1 min read - updated few hours ago


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 Inbox sidebar

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

2. Open Revenue Inbox menu (hamburger icon ) and click Open Revenue Grid










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