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</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">Discover Guided Selling v11</h1><strong>

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<h2 data-start="172" data-end="207">Welcome to Guided Selling v11</h2>
<p data-start="208" data-end="291">Learn what’s new and exciting in the latest <a href="https://www.revenue.io/guided-selling#tag=nav">Guided Selling</a> release from Revenue.io.</p>

<ol data-start="293" data-end="1471">
 	<li data-start="293" data-end="456">
<p data-start="296" data-end="456">Participant actions are now generated dynamically as they are needed. This improves performance, ensures more accurate data, and simplifies sequence management.</p>
</li>
 	<li data-start="458" data-end="629">
<p data-start="461" data-end="629">Sequence actions now appear in Engage as soon as they are due. They are continuously evaluated based on due dates and criteria, without relying on 30-minute batch jobs.</p>
</li>
 	<li data-start="631" data-end="783">
<p data-start="634" data-end="783">Email AI Assistant is now included with your Revenue AI license. Administrators can enable it anytime at <a class="" href="https://analytics.revenue.io/settings/users" target="_new" rel="noopener" data-start="739" data-end="782">https://analytics.revenue.io/settings/users</a>.</p>
</li>
 	<li data-start="785" data-end="907">
<p data-start="788" data-end="907">When building or editing email templates, you can use Revenue AI to generate new templates or refine existing messages.</p>
</li>
 	<li data-start="909" data-end="1064">
<p data-start="912" data-end="1064">Admins can now reference fields on related parent objects in email templates. This includes data from Opportunities, Accounts, Users, or custom objects.</p>
</li>
 	<li data-start="1066" data-end="1219">
<p data-start="1069" data-end="1219">Sequence steps can now be inserted or removed even while a sequence is live. Reps stay aligned, and the next step reflects the new sequence structure.</p>
</li>
 	<li data-start="1221" data-end="1298">
<p data-start="1224" data-end="1298">Simply drag and drop the new action into the right place in your playbook.</p>
</li>
 	<li data-start="1300" data-end="1471">
<p data-start="1303" data-end="1471">You can now create one-off Calls or Tasks for any participant or even for contacts not in a sequence. These appear at the top of a rep’s Engage view for fast execution.</p>
</li>
</ol>

Guided Selling v11 Overview | Interactive Demo

Discover what’s new in Guided Selling v11 from Revenue.io. Explore dynamic actions, Email AI, real-time sequence updates, and advanced template features.

Guided Selling v11 Overview | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/07/guided-selling-v11-overview.jpg

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Guided Selling v11 Overview

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.io

Revenue.io powers high-performing Salesforce teams with real-time guidance, sales automation, and AI agents. As the #1 Salesforce-native revenue orchestration platform, Revenue.io helps reps accelerate pipeline, improve forecasts, coach smarter, and save hours every week, with tools trusted by companies like HPE, Nutanix, and Amazon. The Revenue.io platform combines sales engagement, lead response, AI-powered coaching, conversation intelligence, and intelligent Salesforce dialing, enabling reps to go from first call to closed-won faster and more predictably. Founded in 2013 and headquartered in Los Angeles, Revenue.io is backed by Goldman Sachs, Bryant Stibel, and Palisades Capital. Learn more at www.revenue.io

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Discover what&rsquo;s new in Guided Selling v11 from Revenue.io. Explore dynamic actions, Email AI, real-time sequence updates, and advanced template features.

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</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">Discover the Different Types of Real-Time Coaching with Moments™</h1><strong>

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  </div>
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<p data-start="139" data-end="335">Moments™ delivers personalized, real-time guidance triggered by objections, competitor mentions, filler words, or compliance gaps. This helps reps stay sharp and follow best practices on every call.</p>

<ol data-start="337" data-end="1601">
 	<li data-start="337" data-end="877">
<p data-start="340" data-end="539">Go to <a class="" href="https://analytics.revenue.io/moments/notifications" target="_new" rel="noopener" data-start="346" data-end="450">https://analytics.revenue.io/moments/notifications</a> to configure your <a href="https://www.revenue.io/moments#tag=nav">Moments™</a> notifications. Choose from four types of coaching triggers:</p>

<ul data-start="543" data-end="877">
 	<li data-start="543" data-end="611">
<p data-start="545" data-end="611"><strong data-start="545" data-end="558">Checklist</strong> – Guide reps through key call actions step-by-step</p>
</li>
 	<li data-start="615" data-end="694">
<p data-start="617" data-end="694"><strong data-start="617" data-end="629">Guidance</strong> – Provide relevant talking points and suggestions in real time</p>
</li>
 	<li data-start="698" data-end="780">
<p data-start="700" data-end="780"><strong data-start="700" data-end="718">Behavior Alert</strong> – Flag quality concerns like interruptions or long silences</p>
</li>
 	<li data-start="784" data-end="877">
<p data-start="786" data-end="877"><strong data-start="786" data-end="809">Compliance Reminder</strong> – Ensure reps meet legal and regulatory requirements during calls</p>
</li>
</ul>
</li>
 	<li data-start="878" data-end="1074">
<p data-start="881" data-end="1074">If your screen is split with Salesforce on the right and the RingDNA Dialer on the left, click the blue circle in the bottom-right of the dialer to view your real-time coaching notifications.</p>
</li>
 	<li data-start="1075" data-end="1222">
<p data-start="1078" data-end="1222">In the Moments™ panel, you’ll see a live checklist. Items are automatically checked off when you say specific trigger phrases during the call.</p>
</li>
 	<li data-start="1223" data-end="1442">
<p data-start="1226" data-end="1442">Once the call starts, real-time notifications will appear. For example, a compliance alert may require you to say “recorded” or “this call is being recorded.” You can also click the circle to check it off manually.</p>
</li>
 	<li data-start="1443" data-end="1601">
<p data-start="1446" data-end="1601">In this example, saying “recording” automatically checks the box in real time. Any remaining checklist items can be completed manually with a simple click.</p>
</li>
</ol>

Discover the Different Types of Real-Time Coaching with Moments™ | Interactive Demo

Explore four real-time coaching types in Moments™: Checklist, Guidance, Behavior Alerts, and Compliance Reminders, and how they work.

Discover the Different Types of Real-Time Coaching with Moments™ | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-discover-the-different-types-of-real-time-coaching-with-moments-demo.jpg

Discover the Different Types of Real-Time Coaching with Moments™

Explore four real-time coaching types in Moments&trade;: Checklist, Guidance, Behavior Alerts, and Compliance Reminders, and how they work.

Discover the Different Types of Real-Time Coaching with Moments&trade; | Interactive Demo

Discover the Different Types of Real-Time Coaching with Moments&trade;

https://www.revenue.io/revu/discover-different-types-real-time-coaching-moments

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<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How Moments™ Real-Time Coaching Is Set Up in Revenue.io</h1><strong>

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<p data-start="137" data-end="285">Admins set up Moments in the RingDNA Admin Console, configuring triggers, templates, and keywords to deliver real-time guidance during live calls.</p>

<ol data-start="287" data-end="2030">
 	<li data-start="287" data-end="490">
<p data-start="290" data-end="490">Go to <a class="" href="https://analytics.revenue.io" target="_new" rel="noopener" data-start="296" data-end="356">https://analytics.revenue.io</a>, click <strong data-start="364" data-end="376">Coaching</strong>, then select <strong data-start="390" data-end="401">Moments</strong> to open the <a href="https://www.revenue.io/moments#tag=nav">Moments™</a> Console, where you manage templates, triggers, and usage tracking.</p>
</li>
 	<li data-start="491" data-end="653">
<p data-start="494" data-end="653">In the Moments Console, view all templates in one place. Add or edit them easily, and assign each to a specific representative or team for tailored, real-time coaching.</p>
</li>
 	<li data-start="654" data-end="720">
<p data-start="657" data-end="720">Click <strong data-start="663" data-end="686">Create Notification</strong> to start building a new Moment.</p>
</li>
 	<li data-start="721" data-end="850">
<p data-start="724" data-end="850">Choose who should receive the notification. This can be all users, specific teams, or individual reps. Then click <strong data-start="827" data-end="835">Next</strong> to continue.</p>
</li>
 	<li data-start="851" data-end="988">
<p data-start="854" data-end="988">Choose the types of conversations the notification applies to. This can be all calls or specific conversation types. Click <strong data-start="966" data-end="974">Next</strong> to proceed.</p>
</li>
 	<li data-start="989" data-end="1303">
<p data-start="992" data-end="1030">Select from four notification types:</p>

<ul data-start="1034" data-end="1303">
 	<li data-start="1034" data-end="1094">
<p data-start="1036" data-end="1094"><strong data-start="1036" data-end="1049">Checklist</strong> – Guide reps through specific call actions</p>
</li>
 	<li data-start="1098" data-end="1164">
<p data-start="1100" data-end="1164"><strong data-start="1100" data-end="1112">Guidance</strong> – Provide real-time talking points or suggestions</p>
</li>
 	<li data-start="1168" data-end="1233">
<p data-start="1170" data-end="1233"><strong data-start="1170" data-end="1188">Behavior Alert</strong> – Flag call quality issues for improvement</p>
</li>
 	<li data-start="1237" data-end="1303">
<p data-start="1239" data-end="1303"><strong data-start="1239" data-end="1262">Compliance Reminder</strong> – Ensure legal compliance during calls</p>
</li>
</ul>
</li>
 	<li data-start="1304" data-end="1444">
<p data-start="1307" data-end="1444">In this example, select <strong data-start="1331" data-end="1343">Guidance</strong> to send suggestions when a competitor is mentioned. Enter the trigger phrase, then click <strong data-start="1433" data-end="1441">Next</strong>.</p>
</li>
 	<li data-start="1445" data-end="1596">
<p data-start="1448" data-end="1596">Name your notification (e.g., “Competitor Mentioned”) and customize the message reps will see, including differentiators and suggested questions.</p>
</li>
 	<li data-start="1597" data-end="1677">
<p data-start="1600" data-end="1677">Review the configuration summary and click <strong data-start="1643" data-end="1651">Save</strong> to activate the Moment.</p>
</li>
 	<li data-start="1678" data-end="1778">
<p data-start="1682" data-end="1778">Click <strong data-start="1688" data-end="1704">Add Template</strong> to apply a prebuilt Moments™ coaching template based on best practices.</p>
</li>
 	<li data-start="1779" data-end="1915">
<p data-start="1783" data-end="1915">Customize the template as needed. Update the content, assign to teams or reps, and define specific triggers. Then click <strong data-start="1904" data-end="1912">Save</strong>.</p>
</li>
 	<li data-start="1916" data-end="2030">
<p data-start="1920" data-end="2030">Click <strong data-start="1926" data-end="1941">All Moments</strong> to view active templates, assigned users, and use toggles to enable or disable each one.</p>
</li>
</ol>

How Moments™ Real-Time Coaching Is Set Up in Revenue.io | Interactive Demo

Learn how to configure Moments™ in Revenue.io to deliver real-time coaching with triggers, templates, and alerts during live sales calls.

How Moments™ Real-Time Coaching Is Set Up in Revenue.io | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-how-moments-real-time-coaching-is-set-up-in-revenue-io-demo.jpg

How Moments™ Real-Time Coaching Is Set Up in Revenue.io

Learn how to configure Moments&trade; in Revenue.io to deliver real-time coaching with triggers, templates, and alerts during live sales calls.

How Moments&trade; Real-Time Coaching Is Set Up in Revenue.io | Interactive Demo

How Moments&trade; Real-Time Coaching Is Set Up in Revenue.io

https://www.revenue.io/revu/moments-real-time-coaching-is-set-up

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Organize Your Screens For RingDNA and Salesforce Optimization</h1><strong>

<div>
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  </div>
</div>

<p data-start="227" data-end="403">Set up the <a href="https://www.revenue.io/dialer-for-salesforce#tag=nav">RingDNA Sales Dialer</a> side by side with Salesforce to streamline your workflow. Make calls, view CRM data, and update records without needing to switch tabs.</p>

<ol data-start="405" data-end="853">
 	<li data-start="405" data-end="535">
<p data-start="408" data-end="535">Click the <strong data-start="418" data-end="439">RingDNA extension</strong> in your browser to open the RingDNA Dialer and start making calls directly from your desktop.</p>
</li>
 	<li data-start="536" data-end="698">
<p data-start="539" data-end="698">After opening the Dialer, <strong data-start="565" data-end="598">resize your Salesforce window</strong> so both applications fit side by side, allowing you to manage calls and CRM updates efficiently.</p>
</li>
 	<li data-start="699" data-end="853">
<p data-start="702" data-end="853">With both screens visible, you’ll now have quick, uninterrupted access to live calls and Salesforce records all from a single, optimized workspace.</p>
</li>
</ol>

How to Organize Your Screens For RingDNA and Salesforce Optimization | Interactive Demo

Streamline your sales workflow by setting up RingDNA Dialer and Salesforce side by side. Make calls and manage CRM data without switching tabs.

How to Organize Your Screens For RingDNA and Salesforce Optimization | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-organize-your-screens-for-ringdna-and-salesforce-optimization-demo.jpg

How to Organize Your Screens For RingDNA and Salesforce Optimization

https://www.revenue.io/revu/how-to-organize-screens-ringdna-salesforce

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Access a Call Recording from Salesforce</h1><strong>

<div>
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    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/5vpdx8bcg2jv?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
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<p data-start="210" data-end="343">Quickly find and listen to <a href="https://www.revenue.io/call-recording">recorded calls directly from Salesforce</a>, with transcripts and AI insights included.</p>

<ol data-start="345" data-end="937">
 	<li data-start="345" data-end="579">
<p data-start="348" data-end="579">Within the <strong data-start="359" data-end="375">Conversation</strong> object in Salesforce, click the call <strong data-start="408" data-end="426">recording link</strong> (if available) to jump directly to the related conversation in the Revenue App. You’ll be able to play the recording based on your access permissions.</p>
</li>
 	<li data-start="580" data-end="715">
<p data-start="583" data-end="715">Initiate the <strong data-start="596" data-end="615">voice recording</strong> feature to capture customer requirements directly within the system for follow-up or documentation purposes.</p>
</li>
 	<li data-start="716" data-end="937">
<p data-start="719" data-end="937">After opening the recording, you’ll be redirected to the <strong data-start="776" data-end="793">Conversations</strong> page. There, you can review the full audio, read the transcript, and explore all available <a href="https://www.revenue.io/conversation-ai#tag=nav">Conversation AI</a> features for insight and coaching.</p>
</li>
</ol>

How to Access a Call Recording from Salesforce | Interactive Demo

Learn how to access and play recorded calls from Salesforce using the Revenue.io Conversation AI object in Salesforce.

How to Access a Call Recording from Salesforce | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-access-a-call-recording-from-salesforce-demo.jpg

How to Access a Call Recording from Salesforce

https://www.revenue.io/revu/how-to-access-call-recording-salesforce

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Access a Call Recording from RingDNA</h1><strong>

<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script>
  <div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/jufzklvx015k?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>

<p data-start="216" data-end="383">Learn how to access, review, and analyze call recordings directly from the <a href="https://www.revenue.io/dialer-for-salesforce#tag=nav">RingDNA Dialer</a> and <a href="https://www.revenue.io/conversation-ai#tag=nav">Conversation AI.</a></p>

<ol data-start="385" data-end="1701">
 	<li data-start="385" data-end="482">
<p data-start="388" data-end="482">In Salesforce, click the <strong data-start="413" data-end="429">phone number</strong> linked to the call to open it directly in RingDNA.</p>
</li>
 	<li data-start="483" data-end="618">
<p data-start="486" data-end="618">Click the blue <strong data-start="501" data-end="520">Conversation AI</strong> link to launch the full conversation view. This link is available for any call over 60 seconds.</p>
</li>
 	<li data-start="619" data-end="775">
<p data-start="622" data-end="775">From here, you can listen to the full call recording, search the transcript, review keywords and questions, and explore key metrics all in one place.</p>
</li>
 	<li data-start="776" data-end="862">
<p data-start="779" data-end="862">Switch to the <strong data-start="793" data-end="807">Admin View</strong> to review call recordings at scale across your team.</p>
</li>
 	<li data-start="863" data-end="978">
<p data-start="866" data-end="978">Start by clicking into <strong data-start="889" data-end="900">Reports</strong> to explore call performance metrics and access the <strong data-start="952" data-end="971">Call Recordings</strong> tab.</p>
</li>
 	<li data-start="979" data-end="1079">
<p data-start="982" data-end="1079">Click <strong data-start="988" data-end="1003">View Report</strong> under Call Recordings to display all available recordings within RingDNA.</p>
</li>
 	<li data-start="1080" data-end="1175">
<p data-start="1083" data-end="1175">Refresh your report view to ensure you’re analyzing the most up-to-date conversation data.</p>
</li>
 	<li data-start="1176" data-end="1335">
<p data-start="1179" data-end="1335">Use sorting and search options to locate specific recordings, then click <strong data-start="1252" data-end="1286">Examine this Salesforce record</strong> to see how call data connects with CRM fields.</p>
</li>
 	<li data-start="1336" data-end="1453">
<p data-start="1339" data-end="1453">Select the <strong data-start="1350" data-end="1379">Conversation Recording ID</strong> to dive into that specific conversation and its associated AI analysis.</p>
</li>
 	<li data-start="1454" data-end="1573">
<p data-start="1458" data-end="1573">Click to view the <strong data-start="1476" data-end="1493">recording URL</strong> in the Conversations tab and unlock advanced AI-powered insights and metrics.</p>
</li>
 	<li data-start="1574" data-end="1701">
<p data-start="1578" data-end="1701">On the conversation page, review the full transcript and listen to the recording within a single, streamlined view.</p>
</li>
</ol>

How to Access a Call Recording from RingDNA | Interactive Demo

Learn how to access, review, and analyze call recordings using RingDNA and Conversation AI with full transcripts, insights, and performance metrics.

How to Access a Call Recording from RingDNA | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-access-a-call-recording-from-ringdna-demo.jpg

How to Access a Call Recording from RingDNA

https://www.revenue.io/revu/how-to-access-call-recording-ringdna

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Download the RingDNA Chrome Extension</h1><strong>

<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script>
  <div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/sifqaa73htdw?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>

<p data-start="218" data-end="342">Follow this quick guide to install the RingDNA Chrome Extension and get started in just a few clicks.</p>

<ol data-start="344" data-end="948">
 	<li data-start="344" data-end="415">
<p data-start="347" data-end="415">Open your Google Chrome browser to begin the installation process.</p>
</li>
 	<li data-start="416" data-end="512">
<p data-start="419" data-end="512">In the search bar, type <strong data-start="443" data-end="471">RingDNA Chrome Extension</strong> to locate the official extension page.</p>
</li>
 	<li data-start="513" data-end="621">
<p data-start="516" data-end="621">Click the result titled <strong data-start="540" data-end="567">“<a href="https://chromewebstore.google.com/detail/coeeccnnaonnljjhoonkmmoihpibgane?utm_source=item-share-cb">RingDNA by Revenue.io</a>”</strong> to open the extension page in the Chrome Web Store.</p>
</li>
 	<li data-start="622" data-end="709">
<p data-start="625" data-end="709">Click <strong data-start="631" data-end="648">Add to Chrome</strong> to begin installing the RingDNA extension to your browser.</p>
</li>
 	<li data-start="710" data-end="791">
<p data-start="713" data-end="791">When prompted, click <strong data-start="734" data-end="751">Add Extension</strong> to complete the installation process.</p>
</li>
 	<li data-start="792" data-end="948">
<p data-start="795" data-end="948">Once installed, open your extensions menu in the top-right corner of your browser, and click the pin icon next to RingDNA for quick access at any time.</p>
</li>
</ol>

How to Download the RingDNA Chrome Extension | Interactive Demo

Install the RingDNA Chrome Extension in seconds. Follow this simple guide to add it to Chrome, pin it for quick access, and start selling smarter.

How to Download the RingDNA Chrome Extension | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-download-the-ringdna-chrome-extension-demo.jpg

How to Download the RingDNA Chrome Extension

https://www.revenue.io/revu/how-to-download-the-ringdna-chrome-extension

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Customize Your RingDNA Greeting</h1><strong>

<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script>
  <div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/yuhsc6l1xyyb?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>

<p data-start="220" data-end="392">Discover how to create, manage, and deploy personalized voice greetings in <a href="https://www.revenue.io/dialer-for-salesforce#tag=nav">RingDNA</a> to maintain a professional tone and improve the caller experience.</p>

<ol data-start="394" data-end="1335">
 	<li data-start="394" data-end="473">
<p data-start="397" data-end="473">Open the <strong data-start="406" data-end="418">Settings</strong> menu to access your RingDNA personalization options.</p>
</li>
 	<li data-start="474" data-end="563">
<p data-start="477" data-end="563">Click the <strong data-start="487" data-end="506">Custom Greeting</strong> feature to begin creating personalized voice messages.</p>
</li>
 	<li data-start="564" data-end="689">
<p data-start="567" data-end="689">View and manage all your existing greetings in one place. Easily listen to, edit, or update them to match your workflow.</p>
</li>
 	<li data-start="690" data-end="788">
<p data-start="693" data-end="788">Click <strong data-start="699" data-end="722">Create New Greeting</strong> to enhance the customer experience with a personalized message.</p>
</li>
 	<li data-start="789" data-end="898">
<p data-start="792" data-end="898">Record and label your custom greetings. Assign one for out-of-office replies and preview it at any time.</p>
</li>
 	<li data-start="899" data-end="1030">
<p data-start="902" data-end="1030">Record a new message tailored for specific situations, such as campaign greetings, out-of-office notices, or personal intros.</p>
</li>
 	<li data-start="1031" data-end="1103">
<p data-start="1034" data-end="1103">Save your new greeting so it’s stored in the system for future use.</p>
</li>
 	<li data-start="1104" data-end="1214">
<p data-start="1107" data-end="1214">Select when and how the greeting should be automatically deployed based on your availability or workflow.</p>
</li>
 	<li data-start="1215" data-end="1335">
<p data-start="1218" data-end="1335">Look for the open door icon to quickly identify and manage your <strong data-start="1282" data-end="1299">Out of Office</strong> greeting when you&#8217;re unavailable.</p>
</li>
</ol>

Learn How to Customize Your RingDNA Greeting | Interactive Demo

Create and manage custom voice greetings in RingDNA. Personalize your message for out-of-office, campaigns, or introductions with easy setup.

Learn How to Customize Your RingDNA Greeting | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-learn-how-to-customize-your-ringdna-greeting-demo.jpg

Learn How to Customize Your RingDNA Greeting

https://www.revenue.io/revu/how-to-customize-ringdna-greeting

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Toggle Your Status Between Available and Unavailable</h1><strong>

<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script>
  <div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/74mwm6zt6utm?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>

<p data-start="235" data-end="365">Learn how to switch your status in one click to stay aligned with your team and maintain a smooth workflow.</p>

<ol data-start="367" data-end="899">
 	<li data-start="367" data-end="465">
<p data-start="370" data-end="465">Click your profile icon in the top-left corner to access and manage your availability status.</p>
</li>
 	<li data-start="466" data-end="557">
<p data-start="469" data-end="557">Choose from the available options to customize your current status according to your activity.</p>
</li>
 	<li data-start="558" data-end="667">
<p data-start="561" data-end="667">Select the appropriate status to let your team know whether you’re ready to take calls or stepping away.</p>
</li>
 	<li data-start="668" data-end="777">
<p data-start="671" data-end="777">Set a duration for your unavailable status to automatically reset when you&#8217;re back, then click <strong data-start="766" data-end="774">Save</strong>.</p>
</li>
 	<li data-start="778" data-end="899">
<p data-start="781" data-end="899">See how your selected status is displayed to teammates, including your current activity and how long you&#8217;ll be away.</p>
</li>
</ol>

How to Toggle Your Status Between Available and Unavailable | Interactive Demo

Easily switch between available and unavailable in Conversation AI. Set status duration and keep your team informed of your activity in real time.

How to Toggle Your Status Between Available and Unavailable | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-toggle-your-status-between-available-and-unavailable-demo.jpg

How to Toggle Your Status Between Available and Unavailable

https://www.revenue.io/revu/toggle-status-between-available-and-unavailable

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Switch Between Your Dedicated Number, Local Presence, and Legacy Number in Conversation AI</h1><strong>

<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script>
  <div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/bq0lt9plrehy?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>

<p data-start="243" data-end="384">Learn how to manage your outbound calling identity and choose the number that aligns best with your outreach strategy.</p>

<ol data-start="386" data-end="1278">
 	<li data-start="386" data-end="503">
<p data-start="389" data-end="503">Navigate to the <strong data-start="405" data-end="417">Settings</strong> menu in the bottom-left corner to begin configuring your outbound call preferences.</p>
</li>
 	<li data-start="504" data-end="587">
<p data-start="507" data-end="587">Click on <strong data-start="516" data-end="536">Outbound Numbers</strong> to manage and customize your caller ID strategy.</p>
</li>
 	<li data-start="588" data-end="708">
<p data-start="591" data-end="708">View all available outbound numbers in one place. Edit existing numbers or add new ones to fit your outreach needs.</p>
</li>
 	<li data-start="709" data-end="798">
<p data-start="712" data-end="798">Click <strong data-start="718" data-end="745">Add New Outbound Number</strong> to register a new phone number for outbound calls.</p>
</li>
 	<li data-start="799" data-end="913">
<p data-start="802" data-end="913">Enter a label and phone number, then complete the quick verification steps to activate the new outbound line.</p>
</li>
 	<li data-start="914" data-end="1000">
<p data-start="917" data-end="1000">Once verified, return to the Outbound Numbers settings to continue configuration.</p>
</li>
 	<li data-start="1001" data-end="1152">
<p data-start="1004" data-end="1152">At the top of the screen under <strong data-start="1035" data-end="1054">Outbound Number</strong>, choose whether to use your dedicated dialer number, local presence number, or original number.</p>
</li>
 	<li data-start="1153" data-end="1278">
<p data-start="1156" data-end="1278">Click the number field to view available options, then select the one you want to use as your active outbound caller ID.</p>
</li>
</ol>

How to Switch Between Your Dedicated Number, Local Presence, and Legacy Number | Interactive Demo

Easily switch between your dedicated number, local presence, or legacy number in Conversation AI. Customize caller ID for smarter outbound strategy.

How to Switch Between Your Dedicated Number, Local Presence, and Legacy Number | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-switch-between-your-dedicated-number-local-presence-and-legacy-number-demo.jpg

How to Switch Between Your Dedicated Number, Local Presence, and Legacy Number

https://www.revenue.io/revu/switch-between-numbers

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Log In to the RingDNA Communication Hub</h1><strong>

<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script>
  <div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/mzm4hiktnhez?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>

<p data-start="222" data-end="366">Learn how to access the RingDNA Communication Hub and log in securely using your organization’s Salesforce custom domain.</p>

<ol data-start="368" data-end="950">
 	<li data-start="368" data-end="530">
<p data-start="371" data-end="530">When you first open the <a href="https://www.revenue.io/dialer-for-salesforce#tag=nav">RingDNA Communication Hub</a> and click <strong data-start="431" data-end="440">Login</strong>, you’ll be redirected to Salesforce’s standard login page to authenticate your account.</p>
</li>
 	<li data-start="531" data-end="717">
<p data-start="534" data-end="717">To log in with Single Sign-On (SSO), click <strong data-start="577" data-end="598">Use Custom Domain</strong> and enter your Salesforce domain URL. This ensures you’re redirected through your organization’s secure SSO process.</p>
</li>
 	<li data-start="718" data-end="950">
<p data-start="721" data-end="950">To find your custom domain, open any Salesforce page and check the URL. This should look like <code data-start="814" data-end="846">MyDomainName.my.salesforce.com</code>. Enter this domain into the field, click <strong data-start="888" data-end="900">Continue</strong>, and follow your organization’s SSO login flow.</p>
</li>
</ol>

How to Log In to the RingDNA Communication Hub | Interactive Demo

Access the RingDNA Communication Hub securely with Salesforce SSO. Learn how to use your custom domain for fast, authenticated login.

How to Log In to the RingDNA Communication Hub | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-log-in-to-the-ringdna-communication-hub-demo.jpg

How to Log In to the RingDNA Communication Hub

https://www.revenue.io/revu/how-to-login-to-ringdna-communications-hub

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Search, Favorite, and Create Leads or Contacts in RingDNA</h1><strong>

<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script>
  <div class="sl-embed" style="position:relative;padding-bottom:calc(49.65% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/eiwqzplnalxy?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>

<p data-start="254" data-end="397">Learn how to quickly search, favorite, and create leads or contacts without leaving the <a href="https://www.revenue.io/dialer-for-salesforce#tag=nav">RingDNA Communication Hub</a>.</p>

<ol data-start="399" data-end="1455">
 	<li data-start="399" data-end="525">
<p data-start="402" data-end="525">Go to the <strong data-start="412" data-end="424">Contacts</strong> tab to access your complete contact database and manage all customer relationships from one place.</p>
</li>
 	<li data-start="526" data-end="620">
<p data-start="529" data-end="620">Use the search bar to quickly find leads, contacts, and associated companies in your CRM.</p>
</li>
 	<li data-start="621" data-end="778">
<p data-start="624" data-end="778">Use the drop-down filter to search for other RingDNA or Salesforce users. By default, you’ll see your most frequently contacted records for fast access.</p>
</li>
 	<li data-start="779" data-end="915">
<p data-start="782" data-end="915">Click the star icon next to any contact to mark it as a favorite. Favorites help you keep high-priority contacts easily accessible.</p>
</li>
 	<li data-start="916" data-end="1099">
<p data-start="919" data-end="1099">Click the <strong data-start="929" data-end="942">Favorites</strong> tab on the Contacts page to view and manage your starred contacts. From here, you can call, message, or email them just like you would from the main list.</p>
</li>
 	<li data-start="1100" data-end="1216">
<p data-start="1103" data-end="1216">You can also manually favorite contacts by clicking the star icon at the top right corner of the Contacts page.</p>
</li>
 	<li data-start="1217" data-end="1455">
<p data-start="1220" data-end="1455">To create a new contact or lead, click the <strong data-start="1263" data-end="1282">Add New Contact</strong> button. Choose whether the record is a lead or contact, fill in the required fields, and click <strong data-start="1378" data-end="1386">Save</strong> to automatically add it to your CRM. No need to switch to Salesforce.</p>
</li>
</ol>

How to Search, Favorite, and Create Leads or Contacts in RingDNA | Interactive Demo

Learn how to search, favorite, and create leads or contacts directly in RingDNA without switching to Salesforce.

How to Search, Favorite, and Create Leads or Contacts in RingDNA | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-search-favorite-and-create-leads-or-contacts-in-ringdna-demo.jpg

How to Search, Favorite, and Create Leads or Contacts in RingDNA

https://www.revenue.io/revu/how-to-search-favorite-create-leads-contacts-ringdna

Welcome to your self-serve demo experience