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</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">Manage Users in Revenue.io Admin Console</h1><strong>

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<h2 data-start="174" data-end="211">Add and Manage Revenue.io Users</h2>
<p data-start="212" data-end="324">Revenue.io Admins can easily manage which users have access to the platform and assign the appropriate settings.</p>

<ol data-start="326" data-end="1655">
 	<li data-start="326" data-end="380">
<p data-start="329" data-end="380">On the left-hand menu panel, click User Management.</p>
</li>
 	<li data-start="382" data-end="424">
<p data-start="385" data-end="424">Click Users to add or modify end users.</p>
</li>
 	<li data-start="426" data-end="494">
<p data-start="429" data-end="494">Select the Add New button on the right to begin adding new users.</p>
</li>
 	<li data-start="496" data-end="552">
<p data-start="499" data-end="552">A list of users from your Salesforce org will appear.</p>
</li>
 	<li data-start="554" data-end="703">
<p data-start="557" data-end="703">Users who have not yet been added to your Revenue.io account will have a checkbox next to their name. Check the box for any users you want to add.</p>
</li>
 	<li data-start="705" data-end="746">
<p data-start="708" data-end="746">Click Next in the bottom right corner.</p>
</li>
 	<li data-start="748" data-end="819">
<p data-start="751" data-end="819">Choose which license or licenses you want to assign to the new user.</p>
</li>
 	<li data-start="821" data-end="881">
<p data-start="824" data-end="881">Use the Licenses picklist to assign one or more licenses.</p>
</li>
 	<li data-start="883" data-end="961">
<p data-start="886" data-end="961">To grant Administrator permissions, select Administrator from the dropdown.</p>
</li>
 	<li data-start="963" data-end="1050">
<p data-start="967" data-end="1050">Set the operational location. This can be left as Default if no changes are needed.</p>
</li>
 	<li data-start="1052" data-end="1106">
<p data-start="1056" data-end="1106">Click Next to finalize and add the selected users.</p>
</li>
 	<li data-start="1108" data-end="1264">
<p data-start="1112" data-end="1264">The users have now been added to Revenue.io. They will not receive an email invitation but can log in directly at <a class="" href="https://app.revenue.io" target="_new" rel="noopener" data-start="1226" data-end="1248">https://app.revenue.io</a> to get started.</p>
</li>
 	<li data-start="1266" data-end="1339">
<p data-start="1270" data-end="1339">To make changes to a user, click on their name to open their profile.</p>
</li>
 	<li data-start="1341" data-end="1423">
<p data-start="1345" data-end="1423">On the user profile page, you can edit user settings such as assigning a Role.</p>
</li>
 	<li data-start="1425" data-end="1504">
<p data-start="1429" data-end="1504">Roles help organize users into groups for scorecards and coaching feedback.</p>
</li>
 	<li data-start="1506" data-end="1603">
<p data-start="1510" data-end="1603">Licenses can be added or removed by toggling them on or off directly from the user&#8217;s profile.</p>
</li>
 	<li data-start="1605" data-end="1655">
<p data-start="1609" data-end="1655">Click Save to apply and keep any changes made.</p>
</li>
</ol>

Manage Revenue.io Users in the Admin Console | Demo

Learn how to add, assign licenses, and manage user roles in Revenue.io. Streamline user setup and admin tasks from the User Management panel.

Add and Manage Revenue.io Users in The Admin Console | Revenue

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Add and Manage Revenue.io Users in The Admin Console

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.

Revenue

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;">Create and Manage Sales Teams in The Admin Console</h1><strong>

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<h2 data-start="176" data-end="225">Organize Your Reps into Teams in Revenue.io</h2>
<p data-start="226" data-end="320">Create and manage teams to tailor the Revenue.io experience to the unique needs of each group.</p>

<ol data-start="322" data-end="2157">
 	<li data-start="322" data-end="379">
<p data-start="325" data-end="379">Navigate to the Teams icon to manage and create teams.</p>
</li>
 	<li data-start="381" data-end="459">
<p data-start="384" data-end="459">Click Create New Team or select an existing team name to begin managing it.</p>
</li>
 	<li data-start="461" data-end="537">
<p data-start="464" data-end="537">Enter a team name and description to provide clear structure and purpose.</p>
</li>
 	<li data-start="539" data-end="607">
<p data-start="542" data-end="607">Click Save to lock in the team name and enable member management.</p>
</li>
 	<li data-start="609" data-end="677">
<p data-start="612" data-end="677">Click the green plus icon to add users to the team’s member list.</p>
</li>
 	<li data-start="679" data-end="735">
<p data-start="682" data-end="735">Select the users who should be added as team members.</p>
</li>
 	<li data-start="737" data-end="785">
<p data-start="740" data-end="785">Click Save to confirm your team’s membership.</p>
</li>
 	<li data-start="787" data-end="906">
<p data-start="790" data-end="906">Assign &#8220;Listen In&#8221; privileges to any member so they can monitor other team members&#8217; RingDNA calls like a supervisor.</p>
</li>
 	<li data-start="908" data-end="999">
<p data-start="911" data-end="999">Add supervisors to provide oversight and visibility into team activity on and off calls.</p>
</li>
 	<li data-start="1001" data-end="1050">
<p data-start="1005" data-end="1050">Add supervisors the same way you add members.</p>
</li>
 	<li data-start="1052" data-end="1187">
<p data-start="1056" data-end="1187">Enable Open Barge by setting it to True to allow all team members to join and listen to calls without needing specific permissions.</p>
</li>
 	<li data-start="1189" data-end="1331">
<p data-start="1193" data-end="1331">If Call Dispositions and Call Recordings are managed by team, configure the appropriate recording rules and disposition requirements here.</p>
</li>
 	<li data-start="1333" data-end="1497">
<p data-start="1337" data-end="1497">Customize which call dispositions are available for each team and call direction. This can be done regardless of whether dispositions are set to Manage by Team.</p>
</li>
 	<li data-start="1499" data-end="1581">
<p data-start="1503" data-end="1581">To remove a member from the team, click the red Remove “X” next to their name.</p>
</li>
 	<li data-start="1583" data-end="1630">
<p data-start="1587" data-end="1630">Confirm the removal to finalize the change.</p>
</li>
 	<li data-start="1632" data-end="1717">
<p data-start="1636" data-end="1717">Add both members and supervisors to the email notification list for call reports.</p>
</li>
 	<li data-start="1719" data-end="1801">
<p data-start="1723" data-end="1801">You can add unlimited users to this list as long as they are part of the team.</p>
</li>
 	<li data-start="1803" data-end="1966">
<p data-start="1807" data-end="1966">To include emails not tied to users, enter them into the Call Reports CC Email field and click Add. Add as many as needed to receive call report notifications.</p>
</li>
 	<li data-start="1968" data-end="2043">
<p data-start="1972" data-end="2043">Click Save after making any changes to ensure your updates are applied.</p>
</li>
 	<li data-start="2045" data-end="2157">
<p data-start="2049" data-end="2157">Use the Clone Team feature to duplicate teams quickly or create a call queue using the current team members.</p>
</li>
</ol>

Create and Manage Teams in The Admin Console | Interactive Demo

Learn how to build and manage teams in Revenue.io. Add members, assign supervisors, set call rules, and customize reporting for team structure.

Create and Manage Teams in The Admin Console | Revenue

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Create and Manage Teams in The Admin Console

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</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Manage Call Dispositions</h1><strong>

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<h2 data-start="113" data-end="159">Manage Call Dispositions with Revenue.io</h2>
<p data-start="160" data-end="252">Customize call dispositions to improve accuracy and tracking of call outcomes in Salesforce.</p>

<ol data-start="254" data-end="1862">
 	<li data-start="254" data-end="357">
<p data-start="257" data-end="357">Open the RingDNA menu on the left and navigate to the Call Actions menu to manage call dispositions.</p>
</li>
 	<li data-start="359" data-end="469">
<p data-start="362" data-end="469">Enable the disposition prompt so users receive a banner reminder to log a call disposition after each call.</p>
</li>
 	<li data-start="471" data-end="623">
<p data-start="474" data-end="623">Choose whether to require dispositions for inbound calls, outbound calls, all calls, or no calls. Revenue.io recommends requiring them for all calls.</p>
</li>
 	<li data-start="625" data-end="855">
<p data-start="628" data-end="855">Select All to apply disposition requirements across your entire organization. You can also enable disposition requirements by team by toggling the setting below. Note that team-level management will override the global setting.</p>
</li>
 	<li data-start="857" data-end="974">
<p data-start="860" data-end="974">Enable Manage Call Dispositions in the Admin Console to ensure consistent usage between Revenue.io and Salesforce.</p>
</li>
 	<li data-start="976" data-end="1108">
<p data-start="979" data-end="1108">Check both boxes to import your existing Salesforce dispositions and manage them within the Admin Console. Click Save to confirm.</p>
</li>
 	<li data-start="1110" data-end="1151">
<p data-start="1113" data-end="1151">Click Add to create a new disposition.</p>
</li>
 	<li data-start="1153" data-end="1209">
<p data-start="1156" data-end="1209">Enter a name and description for the new disposition.</p>
</li>
 	<li data-start="1211" data-end="1292">
<p data-start="1214" data-end="1292">Assign an outcome category to the disposition: Positive, Neutral, or Negative.</p>
</li>
 	<li data-start="1294" data-end="1404">
<p data-start="1298" data-end="1404">Specify which teams should have access to this disposition and for which call directions it should appear.</p>
</li>
 	<li data-start="1406" data-end="1461">
<p data-start="1410" data-end="1461">Click Save to add the new disposition to your list.</p>
</li>
 	<li data-start="1463" data-end="1569">
<p data-start="1467" data-end="1569">When finished editing dispositions, click the Sync to Salesforce button to push updates to Salesforce.</p>
</li>
 	<li data-start="1571" data-end="1614">
<p data-start="1575" data-end="1614">Confirm your sync by clicking Continue.</p>
</li>
 	<li data-start="1616" data-end="1710">
<p data-start="1620" data-end="1710">Use the dropdown menu to select a default disposition for calls that use a voicemail drop.</p>
</li>
 	<li data-start="1712" data-end="1792">
<p data-start="1716" data-end="1792">Assign Left Voicemail as the automatic disposition for voicemail drop usage.</p>
</li>
 	<li data-start="1794" data-end="1862">
<p data-start="1798" data-end="1862">Always click Save after making any changes in the Admin Console.</p>
</li>
</ol>

How to Manage Call Dispositions in Revenue.io | Interactive Demo

Customize call dispositions in Revenue.io to track call outcomes, sync with Salesforce, and assign by team or direction for accurate reporting and coaching.

How to Manage Call Dispositions in Revenue.io | Revenue

https://www.revenue.io/wp-content/uploads/2025/07/how-to-manage-call-dispositions-in-revenue-io.jpg

How to Manage Call Dispositions in Revenue.io

https://www.revenue.io/revu/manage-call-dispositions-admin

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</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Configure Call Recordings in Revenue.io</h1><strong>

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<h2 data-start="101" data-end="146">Configure Call Recordings in Revenue.io</h2>
<p data-start="147" data-end="218">Set up call recordings to stay compliant and enable impactful coaching.</p>

<ol data-start="220" data-end="1657">
 	<li data-start="220" data-end="302">
<p data-start="223" data-end="302">Open the RingDNA menu on the left and select Call Recordings from the dropdown.</p>
</li>
 	<li data-start="304" data-end="365">
<p data-start="307" data-end="365">Select the menu for the types of calls you want to record.</p>
</li>
 	<li data-start="367" data-end="527">
<p data-start="370" data-end="527">Choose All to record both inbound and outbound calls and apply those settings across your organization. To manage recordings by team, check the box provided.</p>
</li>
 	<li data-start="529" data-end="589">
<p data-start="532" data-end="589">Accept the terms to proceed with enabling call recording.</p>
</li>
 	<li data-start="591" data-end="726">
<p data-start="594" data-end="726">Turn on recording announcements by call direction to stay compliant. Use the default announcement or upload your own custom version.</p>
</li>
 	<li data-start="728" data-end="801">
<p data-start="731" data-end="801">Always click Save after making any changes to your recording settings.</p>
</li>
 	<li data-start="803" data-end="856">
<p data-start="806" data-end="856">Open the advanced recording configuration options.</p>
</li>
 	<li data-start="858" data-end="980">
<p data-start="861" data-end="980">Decide whether users can pause and resume recordings. If enabled, choose whether recordings should begin automatically.</p>
</li>
 	<li data-start="982" data-end="1035">
<p data-start="985" data-end="1035">Select who is allowed to download call recordings.</p>
</li>
 	<li data-start="1037" data-end="1118">
<p data-start="1041" data-end="1118">Choose whether reps can see if a call is being recorded while it’s happening.</p>
</li>
 	<li data-start="1120" data-end="1179">
<p data-start="1124" data-end="1179">Assign which reps should have access to recorded calls.</p>
</li>
 	<li data-start="1181" data-end="1270">
<p data-start="1185" data-end="1270">Enable agent-only recordings if you want to record only the rep and not the customer.</p>
</li>
 	<li data-start="1272" data-end="1336">
<p data-start="1276" data-end="1336">Remember to click Save before navigating away from the page.</p>
</li>
 	<li data-start="1338" data-end="1406">
<p data-start="1342" data-end="1406">Click the tab labeled United States Granular Recording Controls.</p>
</li>
 	<li data-start="1408" data-end="1459">
<p data-start="1412" data-end="1459">Enable granular controls for the United States.</p>
</li>
 	<li data-start="1461" data-end="1530">
<p data-start="1465" data-end="1530">Set specific recording rules on a state-by-state basis as needed.</p>
</li>
 	<li data-start="1532" data-end="1576">
<p data-start="1536" data-end="1576">Finalize your settings by clicking Save.</p>
</li>
 	<li data-start="1578" data-end="1657">
<p data-start="1582" data-end="1657">Manage international call recording settings by country in the same manner.</p>
</li>
</ol>

How to Configure Call Recordings in Revenue.io | Interactive Demo

Set up call recordings in Revenue.io for compliance and coaching. Control who can record, pause, download, and access recordings by team, region, or direction.

How to Configure Call Recordings in Revenue.io | Revenue

https://www.revenue.io/wp-content/uploads/2025/07/how-to-configure-call-recordings-in-revenue-.io_.jpg

How to Configure Call Recordings in Revenue.io

https://www.revenue.io/revu/configure-call-recordings

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Maximize Productivity with the Revenue.io

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<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:10px!important;">Maximize Productivity with the Revenue.io</h1>
<p>Do your reps know who to engage with, what channels to use and which products to sell? In this video, Revenue.io Director of Sales Engineering David Hawkes demonstrates how our sales engagement platform increases productivity and improves results by showing reps who to sell to, how to reach out and what to say.</p>
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Maximize Sales Productivity with Revenue.io

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<p>Is your team generating enough pipeline? Most reps don’t know who to engage with, how to engage and what to say. In this video, Revenue.io Director of Sales Engineering David Hawkes reveals how to use conversation intelligence to maximize rep effectiveness and drive more pipeline.</p>
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Video | Maximize Effectiveness with Revenue.io

In this video, David Hawkes reveals how to use conversation intelligence to maximize rep effectiveness and drive more pipeline.

Maximize Effectiveness with Revenue.io | Revenue

https://www.revenue.io/wp-content/uploads/2023/03/Generic-Effectiveness-Thumb.png

https://www.revenue.io/revu/maximize-effectiveness-with-revenue-io

https://revenueio.wpengine.com/wp-content/uploads/2023/03/Generic-Effectiveness-Thumb.png

pipeline-video_thumbnail

Build Better Pipeline with Revenue.io

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<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:10px!important;">Build Better Pipeline with Revenue.io</h1>
<p>89% of customers say their sales interactions are worthless, 2/3rd of reps are missing their numbers, and acquisition costs are skyrocketing. The Revenue.io platform works in real-time, augmenting human intelligence and providing AI-powered guidance before, during and after every conversation.</p>
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Video | Build Better Sales Pipeline with Revenue.io

89% of customers find sales interactions worthless, 2/3 of reps miss targets, and costs are rising. Revenue.io's AI-driven, sales guidance.

Build Better Sales Pipeline with Revenue.io | Revenue

https://www.revenue.io/wp-content/uploads/2022/12/Pipeline-Video_Thumbnail.png

Build Better Sales Pipeline with Revenue.io

89% of customers find sales interactions worthless, 2/3 of reps miss targets, and costs are rising. Revenue.io&#039;s AI-driven, sales guidance.

https://www.revenue.io/revu/build-better-pipeline-with-revenue-io

https://revenueio.wpengine.com/wp-content/uploads/2022/12/Pipeline-Video_Thumbnail.png

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<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:10px!important;">How to Manage Pipeline Forecasting with Revenue.io</h1>
<p>How can you make sure you can trust your pipeline forecasting numbers? Revenue.io provides comprehensive, real-time insight into opportunity activity that gives managers a clear understanding of revenue forecasting. In this video demo, Revenue.io Chief Product Officer Jeff Shelton demonstrates how we use Revenue.io pipeline forecasting to understand which deals are at risk and how to move them forward.</p>
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Manage Pipeline Forecasting With Revenue.io | Demo

Revenue.io CPO Jeff Shelton demonstrates how we use pipeline forecasting to understand which deals are at risk and how to move them forward.

How to Manage Pipeline Forecasting with Revenue.io | Revenue

https://www.revenue.io/wp-content/uploads/2022/11/thumbnail-screen-14a.png

How to Manage Pipeline Forecasting with Revenue.io

https://www.revenue.io/revu/how-to-manage-pipeline-forecasting-with-revenue-io

https://revenueio.wpengine.com/wp-content/uploads/2022/11/thumbnail-screen-14a.png

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How Revenue.io Helps Reps Ramp Faster and Exceed Quota

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<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:10px!important;">How Revenue.io Helps Reps Ramp Faster and Exceed Quota</h1>
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Revenue.io Sales Coaching Platform | Video

Watch a Revenue.io platform walkthrough covering preparation, real-time guidance, and post-call coaching, with examples of rep and manager workflows.

In this Revenue.io demo, Director of Sales Engineering David Hawkes walks through the entire Revenue.io platform for pre-call coaching, real-time call guidance and post-call coaching.

How Revenue Helps Reps Ramp Faster and Exceed Quota | Revenue

https://www.revenue.io/wp-content/uploads/2022/06/Gartner-Demo_V3.00_00_11_19.Still001.png

How Revenue Helps Reps Ramp Faster and Exceed Quota

https://www.revenue.io/revu/how-revenue-io-helps-reps-ramp-faster-and-exceed-quota

https://revenueio.wpengine.com/wp-content/uploads/2022/06/Gartner-Demo_V3.00_00_11_19.Still001.png

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<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:10px!important;">The Revenue.io Coaching Suite</h1>
<p>Research shows that nearly 90% of sales training gets forgotten in just 30 days. But the Revenue.io coaching suite empowers managers to reinforce sales training automatically. In this video demo, Revenue.io Vice President of Sales Ryan Vaillancourt demonstrates how we use the Revenue.io coaching suite to reinforce critical sales training in real time.</p>
<p>&nbsp;<p>
<p>How can the Revenue.io Coaching Suite transform your team’s performance? Watch this video to find out!</p>
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Video | The Revenue Sales Coaching Suite

Ryan Vaillancourt demonstrates how we use the Revenue.io coaching suite to reinforce critical sales training in real time.

The Revenue Sales Coaching Suite | Revenue

https://www.revenue.io/wp-content/uploads/2022/06/Moments_CAI_Coaching-Suite-Demo_Thumb.png

The Revenue Sales Coaching Suite

https://www.revenue.io/revu/the-revenue-io-coaching-suite

https://revenueio.wpengine.com/wp-content/uploads/2022/06/Moments_CAI_Coaching-Suite-Demo_Thumb.png

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customer-stories-thumbnail-video-1920x1080-broadridge- C

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<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:10px!important;">Broadridge</h1>
<p style="text-align:center;color:#000;max-width:800px;">Broadridge Advisor Solutions Creates More Pipeline With Guided Selling
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Broadridge Testimonial - Video | Interactive Demo

See how Broadridge boosts sales with Revenue.io. Watch this testimonial on AI-driven insights improving productivity and performance.

Broadridge Testimonial - Video | Revenue

https://www.revenue.io/wp-content/uploads/2022/02/customer-stories-thumbnail-video-1920x1080-broadridge-C-scaled.jpg

Broadridge Testimonial &#8211; Video

https://www.revenue.io/revu/broadridge-testimonial

https://revenueio.wpengine.com/wp-content/uploads/2022/02/customer-stories-thumbnail-video-1920x1080-broadridge-C-scaled.jpg

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Screen Shot 2022-01-21 at 10.45.34 AM

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<h1 style="color:#000;margin-top:0px!important;text-align:center;margin-bottom:10px!important;font-size:46px;">Guide Your Team to Revenue Growth with the #1 Platform for Salesforce</h1>
<p style="text-align:center;color:#000;max-width:700px;">With the power of revenue science, teams can analyze data with AI to understand what’s working and what’s not, guide reps in real time with the next best action, and unify all their revenue operations. </p>
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Introducing Revenue.io | Video

Explore Revenue.io's approach to sales insights, rep guidance, and revenue operations in this platform introduction, with a look at connected sales workflows.

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