First Steps with RG Email Sidebar¶
This collection of article covers the first steps with RG Email Sidebar: initial installation of the Add-In in user’s mailbox and signing in to the Add-In with Salesforce and mailbox credentials.
Installation of RG Email Sidebar (for end users)¶
The articles below provide step-by-step instructions on how to install RG Email Sidebar on different systems and devices.
- How to Install and Run Revenue Grid (Office 365)
- How to Install and Run Revenue Grid in MS Outlook for MacOS
- How to Install and Run Revenue Grid (all configurations)
- How to Install Revenue Grid on an Android or iOS Device
User credentials and information¶
The articles below provide instructions on viewing and changing account information.
- How To Change Email Address in Revenue Grid Account (Office 365)
- Recovering a Forgotten Revenue Grid Password
- Viewing Your Revenue Grid Account Info and Changing Account Password
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