How to Start Working with Revenue Engage¶
To start working with the platform, you need to:
Important: For some customers this preparatory step is performed by Support team.
2. Open the Revenue Engage access link provided by Invisible.io, e.g. https://mycompany.revenuegrid.com, in a supported web browser. Alternatively, you may open the platform via Revenue Inbox Sidebar in your MS Outlook/Outlook.com
3. Click Sign in with Salesforce
4. Get authenticated in Revenue Engage by logging in with your Salesforce account via Salesforce OAuth window that appears
How to Open Revenue Engage via Outlook.com/Office 365 or MS Outlook Desktop¶
You may also open Revenue Engage via Revenue Inbox Sidebar right from your Outlook.com/Office 365 mailbox or MS Outlook Desktop. To do that:
In Outlook.com/Office 365¶
1. Open Revenue Inbox Sidebar; see this article to learn how to do that.
2. Open Revenue Inbox menu (hamburger icon ☰ ), select Open RevenueGrid
In MS Outlook Desktop¶
1. Open Revenue Inbox Sidebar
2. Open Revenue Inbox menu (hamburger icon ☰ ), select Open Revenue Grid