Revenue.io Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What's your role?
   • A) SDR/BDR — dialing and prospecting
   • B) AE — deals, forecasting, call coaching
   • C) Sales manager — team coaching, performance dashboards
   • D) RevOps — configuration, data, integrations
   • E) Evaluating Revenue.io vs alternatives