Videos covering CRM&Email Integration features, installation guides and more

updated few hours ago


Overview of the Side panel • 1 video
How-to videos • 13 videos
Customization panel overview • 1 video
Revenue Grid Reports • 1 video
Sync Settings • 3 videos


Side panel overview • 16:40


How to create a Contact in Salesforce through Revenue Inbox • 0:40


How to create a Follow-up • 1:32


How to create a Lead in Salesforce • 0:40


How to create an Opportunity in Salesforce through Revenue Inbox • 0:35


How to create a Task • 1:10


How to quick send full calendar availability to organize a meeting • 1:51


How to save an email to Salesforce • 0:56


How to save an event to Salesforce • 1:17


How to search a Salesforce record via the Side panel • 1:00


How to propose multiple time-slots for a meeting • 2:14


How to track email opens • 1:31


Outlook Categories | The quickest way to save Outlook items to Salesforce • 0:59


How to use Salesforce Templates • 0:57


Add-In / Sidepanel Customization • 16:17


Revenue Grid Custom Reports • 4:41


Sync Settings (Part 1 of 3) - Dashboard • 2:03


Sync Settings (Part 2 of 3) - Advanced • 2:18


Sync Settings (Part 3 of 3) - Detailed • 3:29



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