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Revenue Inbox Video Guides

 

In order to facilitate product users’ learning curve and increase their awareness of all Revenue Inbox 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 Inbox instructional videos:

Basic use

Revenue Inbox Introduction (Overview): https://vimeo.com/309122184

Revenue Inbox Product Walkthrough: https://vimeo.com/281311729

 

Product setup

Revenue Inbox Full Installation (MS Exchange, Outlook for Windows): https://vimeo.com/382606890

Revenue Inbox Full Installation (MS Exchange, Outlook for Mac): https://vimeo.com/384031982

Revenue Inbox Full Installation (Office 365, Outlook on the Web): https://vimeo.com/386536131

How to set up RI Chrome Extension for Gmail: https://vimeo.com/447805212

Revenue Inbox 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 Inbox Customization settings: https://vimeo.com/438630578

Revenue Inbox Sync settings (pt.1): https://vimeo.com/394970343

Revenue Inbox Sync settings (pt.2): https://vimeo.com/395190894

Revenue Inbox Sync settings (pt.3): https://vimeo.com/395227604

 

 

Admin level use

How to Create an Exchange Impersonation Account to Authorize the End Users in RI Sync Engine: https://vimeo.com/447501654

Install Revenue Inbox Managed Package in Salesforce: https://vimeo.com/423167799

Set Up Revenue Inbox Visualforce App in Salesforce: https://vimeo.com/418445116

Add Revenue Inbox Component Tabs to Salesforce UI: https://vimeo.com/418953523

Add Revenue Inbox Custom Reports to Salesforce UI: https://vimeo.com/439263390