Welcome to Revenue Grid Email Integration Component Knowledge Base¶

Note

The Revenue Inbox solution got rebranded. It will be regarded as a specific license type of the Revenue Grid solution. This branding change does not affect existing customers or end users in any ways

Revenue Grid is the email-CRM integration component of our premium revenue intelligence package Revenue Grid. Navigate to Revenue Grid Docs for more details.

The Knowledge Base has the following sections:

❓ PRODUCT FAQs RG Email Sidebar Frequently Asked Questions; the article gets regular updates based on popular customer enquiries about the Solution

📺 VIDEO GUIDES RG Email Sidebar Video tutorials; view specific video instructions demonstrating various RGES functions and features

✅ RGES ONBOARDING; this section contains collections of links which describe various aspects of user interaction with RG Email Sidebar

📖 RELEASE NOTES, KB UPDATES; information on the latest product updates: new features, improvements, notable bugfixes and Knowledge Base articles updates

✜ GETTING STARTED the section consists of two sub-sections:

✚ ESSENTIALS: general RG Email Sidebar specifications and supported environments

✚ FIRST STEPS: step-by-step guides on installing and running the Solution followed by overviews of the key RG Email Sidebar features and its user interfaces

✜ USING the Solution the section contains articles providing in-detail descriptions of various nuances of product functioning, subcategorized as

✚ HOW TO-S - practical use guides covering user interactions with Salesforce granted by the Solution. Further subcategorized into articles covering Email handling, Event handling, Salesforce records handling, and Miscellaneous articles

✚ HOW IT WORKS - explanations of underlying mechanics and the small nuances of RGES work patterns, for advanced RGES users

✜ SETUP & CONFIGURATION this section contains descriptions of advanced settings

✚ USER SETTINGS Customization, Synchronization and other settings available to users having corresponding permissions

✚ ADMIN SETUP & ACTIONS detailed Administrator’s guides on product deployment and fine-tuning, as well as user management

✜ TROUBLESHOOTING section contains step-by-step solutions to known issues which may occur with RGES running in different system configurations

✜ RGES CHROME EXTENSION FOR GMAIL contains guides on setting up and using RG Email Sidebar implementation for Gmail / Google Workspace (G Suite) available as a Chrome browser extension

Each article is marked with icons: or or to indicate whether its content concerns RG Email Sidebar implementation for Office 365 mailboxes, MS Exchange mailboxes, or the Chrome Extension for Gmail / Google Workspace (G Suite), either two, or all of them.

NB: for readability considerations, in Knowledge Base articles RG Email Sidebar is referred to as RGES.