Introduction to Revenue Engage

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

After you log in to your Revenue Engage account, you will see the main Planner page.

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

Engagement Planner tab is used to handle emails sent and received via Revenue Engage and their associated To-dos.

Sequences tab is used to manage campaign Sequences.

People tab is used manage Salesforce Leads or Contacts involved in your business communication.

Templates tab is used to manage email templates for your email Sequences.

Settings tab is used to set up the essential parameters of applied to your RE campaigns