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:
https://vimeo.com/user69313488/collections
The Vimeo Collection includes the following Revenue Grid instructional videos:
Basic use¶
Revenue Grid Introduction (Overview): https://vimeo.com/309122184
Revenue Grid Product Walkthrough: https://vimeo.com/281311729
Product setup¶
Revenue Grid Full Installation (MS Exchange, Outlook for Windows): https://vimeo.com/382606890
Revenue Grid Full Installation (MS Exchange, Outlook for Mac): https://vimeo.com/384031982
Revenue Grid Full Installation (Office 365, Outlook on the Web): https://vimeo.com/386536131
How to set up RG Chrome Extension for Gmail: https://vimeo.com/447805212
Revenue Grid Full Installation (MS Outlook Desktop, custom Enterprise configurations only!): https://vimeo.com/385513763
Working with Emails¶
How to Save an Email: https://vimeo.com/392038812
Items Quick Saving: https://vimeo.com/392994760
How to Use Salesforce Templates: https://vimeo.com/390718973
How to Track Email Opens (Engagement panel): https://vimeo.com/391779888
Working with Calendar items¶
How to Save a Calendar Item: https://vimeo.com/392930131
Meeting Scheduler: How to Share Your Calendar Availability (“Book Me”): https://vimeo.com/392661575
Meeting Scheduler: How to Suggest Meeting Time Slots (“Time Slots”): https://vimeo.com/392007175
Working with Salesforce records¶
How to Create a Follow Up: https://vimeo.com/391285520
How to Create a Task: https://vimeo.com/390931760
How to Create a Lead: https://vimeo.com/390742636
How to Create a Contact: https://vimeo.com/390491231
How to Create an Opportunity: https://vimeo.com/390495050
How to Search for a Salesforce Record: https://vimeo.com/390933011
Advanced use¶
Revenue Grid Customization settings: https://vimeo.com/438630578
Revenue Grid Sync settings (pt.1): https://vimeo.com/394970343
Revenue Grid Sync settings (pt.2): https://vimeo.com/395190894
Revenue Grid Sync settings (pt.3): https://vimeo.com/395227604
Admin level use¶
How to Create an Exchange Impersonation Account to Authorize the End Users in RG Sync Engine: https://vimeo.com/447501654
Install Revenue Grid managed package in Salesforce: https://vimeo.com/423167799
Set Up Revenue Grid Visualforce App in Salesforce: https://vimeo.com/418445116
Add Revenue Grid Component Tabs to Salesforce UI: https://vimeo.com/418953523
Add Revenue Grid Custom Reports to Salesforce UI: https://vimeo.com/439263390
We would love to hear from you