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Introduction to RevenueGrid

RevenueGrid (or “RG” for brevity) is a cloud platform intended for automating business communication process that runs in a web browser.

After you log in to your RevenueGrid account, you will see the main RG pane, Planner.

>>> Click to see a screenshot <<<

 

To navigate among different RevenueGrid functions, use icons on the left-hand side of the interface:

>>> Click to see a screenshot <<<

 

Planner (Engagement grid) pane is used to handle emails sent and received via RevenueGrid and their associated To-dos. Refer to this article for more information.

Sequences pane is used to manage campaign Sequences. Refer to this article for more information.

People pane is used manage Salesforce Leads or Contacts involved in your business communication. Refer to this article for more information.

Templates pane is used to manage email templates for your email Sequences. Refer to this article for more information.

Settings pane is used to set up the essential parameters of your RG campaigns. Refer to this article for more information.