1. Implementing Sales
  2. Prerequisite Setup

Prerequisite Setup

First ensure that the Service offering is enabled, and then that the Redwood user interface is enabled. You enable the Redwood user interface through the Service application whether you're using Sales or Service Center.

  1. Sign in to CX Sales or Service as an administrator or setup user.

  2. Navigate to My Enterprise > Offerings.

  3. Click the Opt In Features button.

  4. From the Opt In: Service screen, locate the Redwood User Interface for Service option and make sure that it's enabled.

  5. Verify all the child items are also enabled.

  6. Click Done on the Opt In page, then click Done again.