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  1. Revenue.io Knowledge Center
  2. Guided Selling
  3. Configuring Guided Selling

Configuring Guided Selling

  • Error Notifications in Guided Selling (v8.19+)
  • Managing Field Sets
  • Guided Selling Setup Configuration
  • Guided Selling Package Components
  • Communicating with the Revenue.io Admin Console
  • Configuring the API Key & Secret for Guided Selling
  • Approve Access for Third-Party Websites
  • Participant Batch Process
  • Available Sequence Permission Sets
  • Status API Batch Process
  • Assign Batch Owner
  • Guided Selling Field Sets
  • Managing Lead Field Set
  • Managing Contact Field Sets
  • Managing Opportunity Field Sets
  • Managing Campaign Field Sets
  • Sequence Page Layouts (Adding Custom Button)
  • Add "add to sequence" and "remove from sequence" buttons to lead and contact list views
  • Setting Up New Guided Selling Users
  • Add Guided Selling User Licenses in Salesforce
  • Adding the Sequence Permission Sets to a User
  • Email Limits and Throttling
  • Enable Slow Drip in Guided Selling
  • Configure frequency of delegation Apex Jobs
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