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.

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 365, MS Outlook Desktop or Gmail email client

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

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