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About
About
Email Sidebar & Sync
Email Sidebar & Sync
- Overview
  Overview
  - Sync and Add-In functions
  - All Add-In functions
  - Functionality comparison
  - Licenses and Pricing
  - Supported environments
    Supported environments
    
    Email servers
    
    Email clients for Office 365 (with Exchange Online plan)
    
    Email clients for Exchange 2010
    
    Email clients for Exchange 2016, 2019
    
    Email clients for Gmail
- Setup
  Setup
- Get started
  Get started
- Using the Product
  Using the Product
  - Saving activities
    Saving activities
    
    Emails saving overview
    
    Ways to save Emails
    
    Save Calendar items
    
    Saving from Gmail
    
    Initial search and applied filters
    
    Saving dialogs
    
    Attachments saving
    
    Auto-saving patterns
    
    Save all Emails in thread
    
    Crop previous Emails in thread
    
    Aliases handling
    
    Save enhanced emails to extra Salesforce objects
    
    Calendar sync patterns
    
    Calendar sync exceptions
    
    Syncing Salesforce events to email client's calendar
    
    Internal/blocklisted Emails
    
    Two blocklisting layers
    
    Handle Inbox SPAM
    
    Activities linking patterns
    
    Object fields mapping
  - Sidebar functions
    Sidebar functions
    
    Pin RG Email Sidebar
    
    Create new records
    
    Search existing records
    
    View related objects
    
    Create a Task, Follow-up or Log a Call
    
    Salesforce Activities
    
    Record Description and Quick Memo
    
    Open associated website or LinkedIn page
    
    Salesforce fields and layouts
    
    Salesforce custom buttons
    
    Stale Thread Reminder
    
    Smart actions
    Smart actions
    
    Time Slots in Outlook
    
    Book Me in Outlook
    
    Time Slots in Gmail
    
    Book Me in Gmail
    
    Invalidate Book Me link
    
    Salesforce Reports
    
    Salesforce Templates
    
    Tracking Email Opens
    
    Mobile devices
    Mobile devices
    
    Using on Android devices
    
    Using on iOS devices
    
    Integrations
    Integrations
    
    360 Degree SMS
  - Synchronization functions
    Synchronization functions
    
    Synchronization overview
    
    Contacts syncing
    
    Tasks syncing
    
    Handling email aliases
    
    Item Deduplication
    
    Historical sync & time zones matching
    
    Smart Description
    
    Special sync patterns
- User settings
  User settings
  - Connectivity settings
    Connectivity settings
    
    Renew account credentials
    
    Change Email address (Office 365)
    
    Change Salesforce account
    
    Integration with Salesforce Customer / Partner Community
    
    Authorize Customer / Partner Community
  - Sync settings
    Sync settings
    
    Open Sync settings page
    
    Configure Sync settings
    
    (Legacy) Configure Sync settings
    
    Choose what to sync
    
    Blocklist Email addresses and domains
    
    View Sync statistics and connection statuses
    
    Handle sync issues
  - Book Me defaults
  - Customization settings
    Customization settings
    
    Sidebar customization
    
    Search by field setting
    
    Create custom list view
    
    Enable country picklist for Contacts
    
    Application settings
    
    Configure attachments saving
    
    Manage Sidebar Customizations
    
    Customization page notifications
  - Misc. settings
    Misc. settings
    
    Configure localizations
    
    Uninstall RG Email Sidebar
    
    Uninstall from Google Workspace
- Admin guide
  Admin guide
  - Internet Explorer end of support
  - Product deployment
    Product deployment
    
    Available deployment scenarios
    
    EWS access connectivity
    
    MS Graph access connectivity
    
    Configure Impersonation for Office 365
    
    Configure Impersonation for Exchange on-premises
    
    Configure Impersonation – hybrid scenarios
    
    Configure Google Workspace service account
    
    Mass deployment for Office 365
    
    Mass deployment for Exchange 2016, 2019
    
    EWS app-only access configuration
    
    MS Graph app-only access configuration
    
    EWS to MS Graph app-only migration
    
    EWS delegated to app-only migration
    
    Mass deployment for Google Workspace
    
    Mass provisioning for Google Workspace
    
    Set up Sync and mailbox access via Impersonation
    
    Mass autorization to Salesforce
  - Admin panel
    Admin panel
    
    Log in to Admin panel
    
    Manage Profiles
    
    Manage Users
    
    Manage Licenses for users
    
    Monitor Users and Profiles
    
    Special Admin panel settings
    
    Manage access to customization page
  - Managed package
    Managed package
    
    RG managed package
    
    RG managed package components
    
    Generate tenants URLs
    
    Update managed package
    
    Uninstall guide
  - Widgets in Salesforce
    Widgets in Salesforce
    
    Add widgets in Salesforce
    
    Add widgets to Salesforce Experience sites
    
    Setup individualized widgets
  - Delegated & shared access
    Delegated & shared access
    
    Delegated mailbox
    
    Delegated calendars
    
    Using with Shared mailboxes
    
    Convert shared mailbox to regular one
  - Instant sync
    Instant sync
    
    Enable Calendar instant sync
    
    Fine-tune instant sync triggering
  - Attachments handling and related settings
  - Enable advanced calendaring
  - Sync rooms availability to Salesforce calendar
  - Exchange integration via Apex class
  - Revenue Grid Scheduler API endpoints
  - Optional features list
  - Integrating Lightning Components
  - Sidebar mass removing
  - Generating API keys
- Troubleshooting
  Troubleshooting
- Release notes
- FAQs
Sequences
Sequences
- Automated sequences overview
- Get started
  Get started
  - Basic navigation
  - Initial config & first steps
  - Sample sequences
    Sample sequences
    
    About
    
    Sample Sequences
    Sample Sequences
    
    101 training
    
    Cyclical loop starts with a call
    
    Cyclical loop starts with a manual email
    
    Mix of steps
    
    Fully automated email drip campaign
    
    Recruitment scenario
    
    Renewal sequence
    
    PR scenarios
    
    Event follow up
- Create a sequence
  Create a sequence
- Run a sequence
  Run a sequence
- Manage recipients
  Manage recipients
- Sequences in Action Center
  Sequences in Action Center
- Sequences in Sidebar
- Coaching
  Coaching
- Personal settings (user)
  Personal settings (user)
- Admin guide
  Admin guide
  - Setup
    Setup
    
    Engagement managed package
    
    Add RG custom fields to object layouts
    
    Widgets in Salesforce
  - Access rights
  - Platform settings
  - SMS & calls
    SMS & calls
    
    Twillio
    
    Aircall
- Trobleshooting
  Trobleshooting
  - Missing Add sequence button
  - Issues with RG Lead Sequences Widgets
- Release notes
- FAQs
Revenue Intelligence
Revenue Intelligence
- Revenue intelligence overview
- Get started
  Get started
  - How to open Revenue Grid
  - Basic navigation
- Opportunities
  Opportunities
- Accounts
  Accounts
- Signals, action items & notes
  Signals, action items & notes
- Reporting & Forecasting
  Reporting & Forecasting
- Coaching
  Coaching
  - Team Activity
  - Sales rep accomplishments
- Recordings
- Admin guide
  Admin guide
  - Intelligence Package rollout
  - Salesforce prerequisites
    Salesforce prerequisites
    
    Configure My Domain in Salesforce
    
    Turn on Collaborative Forecasts
    
    Set Up Role Hierarchy in Salesforce
    
    Assign a Forecast Manager
    
    Configure Forecast Categories and Opportunity Stages Mapping
    
    Assign Quotas to Users
  - Set up SF widgets for RG reports with default filters
  - Signals Configuration
    Signals Configuration
    
    Configurable Signals and Their Parameters
    
    Out-of-the-box signals
    
    How to Assign a Signals Manager
    
    Signals Assignees
  - Widgets in Salesforce
  - Installing MS Teams bot for specific user groups
- Release notes
Salesforce Scheduler Adapter
Salesforce Scheduler Adapter
- Overview
- API Calls for SSA
- Configure SSA
- Updating refresh token
- SSA version 2
  SSA version 2
Release Notes
Contact Us

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