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Support Reflective Listening on Sales Calls | Demo

In this educational video, see how to reinforce reflective listening across your sales team and reps using Revenue.io

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How to Ensure your Reps use Reflective Listening on Calls

Revenue.io is the Salesforce-native Revenue Orchestration Platform, unifying dialers, guided selling, call tracking, conversation intelligence, and AI agents to drive performance before, during, and after every sales call.

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Revenue.io is a Salesforce-native revenue platform that helps sales teams improve productivity, coaching, and pipeline performance. The platform combines sales dialing, sales engagement, AI-powered conversation intelligence, real-time call guidance, sales forecasting, revenue intelligence, AI sales roleplay, and automated workflows in a single solution built directly on Salesforce. Revenue.io helps sales leaders, revenue operations teams, and customer-facing teams streamline outbound prospecting, improve sales execution, accelerate onboarding, and gain deeper visibility into pipeline health and rep performance.

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</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Configure and Manage Custom Fields in RingDNA</h1><strong>

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<h2 data-start="104" data-end="151">How to Configure and Manage Custom Fields</h2>
<p data-start="152" data-end="292">Revenue.io supports displaying custom Salesforce fields in <a href="https://www.revenue.io/dialer-for-salesforce#tag=nav">RingDNA</a>. Learn how to configure and manage these fields within the Admin Console.</p>

<ol data-start="294" data-end="2563">
 	<li data-start="294" data-end="385">
<p data-start="297" data-end="385">Log into the Admin Console at app.revenue.io. Locate and click the Integrations section.</p>
</li>
 	<li data-start="387" data-end="449">
<p data-start="390" data-end="449">Within the Integrations picklist, go to the Salesforce tab.</p>
</li>
 	<li data-start="451" data-end="498">
<p data-start="454" data-end="498">Click Fields to add or manage custom fields.</p>
</li>
 	<li data-start="500" data-end="565">
<p data-start="503" data-end="565">Find the Salesforce Object and click the arrow icon to expand.</p>
</li>
 	<li data-start="567" data-end="658">
<p data-start="570" data-end="658">This opens a panel showing all fields currently used in your RingDNA Communications Hub.</p>
</li>
 	<li data-start="660" data-end="712">
<p data-start="663" data-end="712">To add custom fields, click the Add Field button.</p>
</li>
 	<li data-start="714" data-end="775">
<p data-start="717" data-end="775">Use the dropdown menu to select the field you want to add.</p>
</li>
 	<li data-start="777" data-end="846">
<p data-start="780" data-end="846">You can also use the search bar to quickly locate specific fields.</p>
</li>
 	<li data-start="848" data-end="951">
<p data-start="851" data-end="951">Define which Salesforce Profiles can view and edit each field. Start by selecting the View checkbox.</p>
</li>
 	<li data-start="953" data-end="1069">
<p data-start="957" data-end="1069">Once View is selected, you can also check Always Visible and Editable depending on the profile’s permission set.</p>
</li>
 	<li data-start="1071" data-end="1151">
<p data-start="1075" data-end="1151">Allowing editing gives users flexibility to manage data directly in RingDNA.</p>
</li>
 	<li data-start="1153" data-end="1217">
<p data-start="1157" data-end="1217">Mark a field as Required to ensure complete data collection.</p>
</li>
 	<li data-start="1219" data-end="1258">
<p data-start="1223" data-end="1258">Click Save to confirm your changes.</p>
</li>
 	<li data-start="1260" data-end="1333">
<p data-start="1264" data-end="1333">To modify a custom field, click the three dots in the Actions column.</p>
</li>
 	<li data-start="1335" data-end="1351">
<p data-start="1339" data-end="1351">Select Edit.</p>
</li>
 	<li data-start="1353" data-end="1445">
<p data-start="1357" data-end="1445">Adjust the table settings to define which profiles can view, edit, or require the field.</p>
</li>
 	<li data-start="1447" data-end="1484">
<p data-start="1451" data-end="1484">Click Save to apply your changes.</p>
</li>
 	<li data-start="1486" data-end="1547">
<p data-start="1490" data-end="1547">You can also manage custom fields from the Profiles page.</p>
</li>
 	<li data-start="1549" data-end="1661">
<p data-start="1553" data-end="1661">Salesforce Profiles are automatically imported into the Admin Console, making it easy to manage permissions.</p>
</li>
 	<li data-start="1663" data-end="1738">
<p data-start="1667" data-end="1738">Click the Edit icon to adjust field visibility and editing permissions.</p>
</li>
 	<li data-start="1740" data-end="1881">
<p data-start="1744" data-end="1881">Use the Manage Profile page to control which fields users can access. You can also add more fields using the Add Additional Fields modal.</p>
</li>
 	<li data-start="1883" data-end="1962">
<p data-start="1887" data-end="1962">Choose the object to view its list of fields and update visibility options.</p>
</li>
 	<li data-start="1964" data-end="2054">
<p data-start="1968" data-end="2054">Check the box for Always Visible if you want the field to be visible for this profile.</p>
</li>
 	<li data-start="2056" data-end="2118">
<p data-start="2060" data-end="2118">Check the box for Editable to allow users to make changes.</p>
</li>
 	<li data-start="2120" data-end="2179">
<p data-start="2124" data-end="2179">Check the box for Required to make the field mandatory.</p>
</li>
 	<li data-start="2181" data-end="2222">
<p data-start="2185" data-end="2222">Click Save to finalize your settings.</p>
</li>
 	<li data-start="2224" data-end="2288">
<p data-start="2228" data-end="2288">Click the plus icon to open the Add Additional Fields modal.</p>
</li>
 	<li data-start="2290" data-end="2487">
<p data-start="2294" data-end="2487">In the modal, search for Salesforce fields and configure their visibility and edit permissions for the selected profile. Note that editable access depends on Salesforce field-level permissions.</p>
</li>
 	<li data-start="2489" data-end="2563">
<p data-start="2493" data-end="2563">Click Save to add the selected field to the RingDNA Communication Hub.</p>
</li>
</ol>

Manage Custom Fields in RingDNA | Demo

Add and manage custom Salesforce fields in RingDNA. Control visibility, editability, and permissions by profile, all within the Admin Console.

How to Configure and Manage Custom Fields in RingDNA | Revenue

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How to Configure and Manage Custom Fields in RingDNA

https://www.revenue.io/revu/configure-custom-fields-ringdna

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</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Enable SMS &#038; MMS Templates in RingDNA</h1><strong>

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<h2 data-start="93" data-end="143">Enable SMS/MMS and SMS Templates for RingDNA</h2>
<p data-start="144" data-end="231">Set up SMS and MMS messaging for your team and create templates to streamline outreach.</p>
<p data-start="233" data-end="496"><strong data-start="233" data-end="249">Prerequisite</strong><br data-start="249" data-end="252" />To send SMS or MMS messages in the United States, your business must complete both a Business Profile and A2P Campaign Registration to comply with A2P10DLC messaging regulations. See: Application-to-Person (A2P) SMS Registration Requirements.</p>

<ol data-start="498" data-end="1284">
 	<li data-start="498" data-end="617">
<p data-start="501" data-end="617">Log into the Admin Console and select RingDNA from the left-hand navigation. Then select SMS to begin configuration.</p>
</li>
 	<li data-start="619" data-end="660">
<p data-start="622" data-end="660">Locate the SMS toggle and click it ON.</p>
</li>
 	<li data-start="662" data-end="741">
<p data-start="665" data-end="741">Accept the SMS Agreement to enable SMS for RingDNA Communications Hub users.</p>
</li>
 	<li data-start="743" data-end="773">
<p data-start="746" data-end="773">Click Enable SMS Messaging.</p>
</li>
 	<li data-start="775" data-end="814">
<p data-start="778" data-end="814">Click Save to confirm your settings.</p>
</li>
 	<li data-start="816" data-end="876">
<p data-start="819" data-end="876">To activate templates, toggle Enable SMS Templates to ON.</p>
</li>
 	<li data-start="878" data-end="975">
<p data-start="881" data-end="975">Click Create Template to begin building your first SMS template for consistent team messaging.</p>
</li>
 	<li data-start="977" data-end="1002">
<p data-start="980" data-end="1002">Enter a Template Name.</p>
</li>
 	<li data-start="1004" data-end="1037">
<p data-start="1007" data-end="1037">Enter the SMS Message content.</p>
</li>
 	<li data-start="1039" data-end="1114">
<p data-start="1043" data-end="1114">Set visibility by selecting specific Users or Teams in the Teams field.</p>
</li>
 	<li data-start="1116" data-end="1177">
<p data-start="1120" data-end="1177">Choose the appropriate Teams from the populated picklist.</p>
</li>
 	<li data-start="1179" data-end="1217">
<p data-start="1183" data-end="1217">Click Submit to save the template.</p>
</li>
 	<li data-start="1219" data-end="1284">
<p data-start="1223" data-end="1284">Enable the SMS Template by checking the box next to its name.</p>
</li>
</ol>

How to Enable SMS & MMS Templates in RingDNA | Interactive Demo

Set up SMS/MMS messaging and templates in RingDNA. Streamline outreach by enabling team access, prebuilt messages, and A2P10DLC compliance.

How to Enable SMS & MMS Templates in RingDNA | Revenue

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How to Enable SMS &#038; MMS Templates in RingDNA

How to Enable SMS &amp; MMS Templates in RingDNA | Revenue

https://www.revenue.io/revu/sms-mms-templates-ringdna

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