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 tab, Planner.

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

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

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

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

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

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