Skip to content

Revenue Grid Video Guides


In order to facilitate product users’ learning curve and increase their awareness of all Revenue Grid features and functions we are publishing video guides on the official Revenue Grid Vimeo Channel, you can view it by opening the below link:


The Vimeo Collection includes the following Revenue Grid instructional videos:


Basic use

Revenue Grid Introduction (Overview):

Revenue Grid Product Walkthrough:


Product setup

Revenue Grid Full Installation (MS Exchange, Outlook for Windows):

Revenue Grid Full Installation (MS Exchange, Outlook for Mac):

Revenue Grid Full Installation (Office 365, Outlook on the Web):

How to set up RG Chrome Extension for Gmail:

Revenue Grid Full Installation (MS Outlook Desktop, custom Enterprise configurations only!):



Working with Emails

How to Save an Email:

Items Quick Saving:

How to Use Salesforce Templates:

How to Track Email Opens (Engagement panel):



Working with Calendar items

How to Save a Calendar Item:

Meeting Scheduler: How to Share Your Calendar Availability (“Book Me”):

Meeting Scheduler: How to Suggest Meeting Time Slots (“Time Slots”):



Working with Salesforce records

How to Create a Follow Up:

How to Create a Task:

How to Create a Contact or a Lead:

How to Create an Opportunity:

How to Search for a Salesforce Record:



Advanced use

Revenue Grid Customization settings:

Revenue Grid Sync settings (pt.1):

Revenue Grid Sync settings (pt.2):

Revenue Grid Sync settings (pt.3):



Admin level use

How to Create an Exchange Impersonation Account to Authorize the End Users in RG Sync Engine:

Install Revenue Grid managed package in Salesforce:

Set Up Revenue Grid Visualforce App in Salesforce:

Add Revenue Grid Component Tabs to Salesforce UI:

Add Revenue Grid Custom Reports to Salesforce UI:


Get back to us
We would love to hear from you!