❍ Revenue Inbox Initial Search and Applied Filters ❍ Standard Object Fields Mapping Patterns ❍ Sharing Emails in Salesforce, An Overview ❍ Opening Websites/LinkedIn profiles of Contacts, Leads, and Accounts
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❍ How to Run Revenue Inbox on Citrix XenApp ❍ How to Work with DocuSign Document Storage from Revenue Inbox ❍ Sending and Receiving 360 Degree SMS from Revenue Inbox
❍ Revenue Inbox Installation on iPhone and Contacts Syncing ❍ Searching for Existing Salesforce Records and Creating New Records ❍ Viewing Objects Related to Selected Item ❍ Using Delegated Calendars with Revenue Inbox ❍ The Updated Save Email/Save Event Dialogs ❍ Tracking Customer Engagement with RI Engagement Panel ❍ How to Save Internal or Blocklisted Emails in Salesforce ❍ Sharing Emails in Salesforce - Ways to Save an Email ❍ How to Open RI Sidebar in New MS Outlook Web Interface ❍ Viewing Your Revenue Inbox Account Info and Changing Account Password ❍ Recovering a Forgotten Revenue Inbox Password ❍ How To Change Email Address in Revenue Inbox Account (Office 365) ❍ Authorizing Revenue Inbox Sync to Work with Your Data ❍ How to Install Revenue Inbox on an Android or iOS Device ❍ How to Install Revenue Inbox from a Manifest File or URL
❍ Revenue Inbox Desktop (.MSI) vs Revenue Inbox Cloud (Web) Implementation Comparison (Admins only) Install the Managed packages in Salesforce Installing the Desktop (.MSI) Implementationģ. Installing Revenue Inbox Outlook Add-In (standard web/cloud installation) ❍ How to Install and Run Revenue Inbox (all configurations)ġ. ❍ How to Install and Run Revenue Inbox in MS Outlook for MacOS ❍ How to Install and Run Revenue Inbox Desktop (.MSI) implementation) ❍ How to Install and Run Revenue Inbox (Office 365)
❍ (MSI implementation only) Supported Email Clients for POP IMAP Servers or Exchange 2007 ❍ Supported Email Clients for Microsoft Exchange 2013, 2016, 2019 ❍ Supported Email Clients for Microsoft Exchange 2010 ❍ Supported Email Clients for Microsoft Office 365 (with Exchange Online plan) ❍ How Revenue Inbox Works and What It Syncs
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