Access Guided Selling

Guided Selling is accessed directly within Salesforce. Once you have been granted access and assigned the appropriate permissions in Salesforce, you will see Guided Selling in your available Apps.

Accessing Guided Selling

Open Salesforce

• Log in to Salesforce
• Click the icon (App Launcher) in the Salesforce header to open the App Launcher

Access the Guided Selling App

• Type Guided Selling in the Search bar
• Select Guided Selling by Revenue.io

Add Guided Selling to another Salesforce App

If your team works within Salesforce Sales Console, or uses a custom Salesforce App, you can quickly add Guided Selling as a menu option.

Open Your Salesforce App

• Log in to Salesforce
• Click the icon in the Salesforce header to open the Navigation Items
• Click Edit

Edit App Navigation Items

• Click Add More Items
• Search Guided Selling and click the icon
• Use the icon to drag Guided Selling to the top of your Navigation Items
• Click Save

Now you can access Guided Selling in your app’s Navigation List by clicking

Guided Selling Components

As a sales rep, you’ll primarily work with:

• Engage view: Your daily action list where you complete sequence actions
• Participants tab: View and manage your participants across sequences

As a manager or administrator, you’ll primarily work with:

• Sequences tab: Create, edit, and activate sequences, then monitor how each sequence is performing.
• Templates: Create and manage reusable email content so reps can send consistent, approved messaging in Sequences and Quick Actions.