Enable Redwood PRM Features

To enable Redwood PRM features, you need to enable Sales in the Redwood UX.

If you're a new customer, Sales in the Redwood UX is already enabled for you. If you're an existing customer, make sure both Digital Sales Next Gen UI and Sales in the Redwood UX are enabled in the Sales offering.

As an existing customer, you can follow these steps:

  1. Sign in as a sales administrator such as John Dunbar.
  2. Go to Setup and Maintenance > Sales offering.
  3. From the Actions menu, select Change Feature Selection.
  4. On the Edit Features: Sales page, enable both Digital Sales Next Gen UI and its child feature, Sales in the Redwood UX.
  5. Click Done.
This image illustrates the steps to enable Redwood PRM features.

For more information, refer: Enable Sales in the Redwood UX