Revspire Resources
Academy
Getting Started and Navigation
Platform Overview
Navigating the Interface
The Command Center (Dashboard)
The Content Management System
Content Portal
Version Control
My Files (Personal Workspace)
Recycle Bin
The Pitch Module (The Sales Engine)
Deal Room Operations (Active Management)
Digital Sales Room (DSR)
Creating a Deal Room
Pitch Access & Security
Pitch Analytics (Buyer Signals)
Personalize Buyer Experience
Playbook
CPQ & Proposals
Approval Dashboard
Approvals & Contracting
E-Signer Workflows
Offering and Product Catalog
Quote Building and Discounting
The Analytics Module (Reports)
Advanced Reporting & Dashboards
Getting Started with Advanced Reporting
Report Creator (Advanced Reports)
Dashboard Creator (Custom Dashboards)
Folders & Report Library Management
Sharing, Permissions & Access Requests
Advanced Reporting Troubleshooting
Content Intelligence
Content Overview & Performance
Pitch Intelligence
Pitch Overview & Performance
Account Setting
CRM Connection
Mailbox
My Profile
Global Setup & Administration
CRM Integration
Dynamics 365 Connection
HubSpot Connection
Pipedrive Connection
Salesforce Connection
Zoho Connection
Gong Integration
SSO Integration
Custom SAML 2.0 Connection
Microsoft (Entra ID) Connection
Okta Connection
OneLogin Connection
SCIM Provisioning
Okta SCIM Provisioning
OneLogin SCIM Provisioning
Microsoft Entra ID SCIM Provisioning
Custom SCIM 2.0 Provisioning
User Roles & Permissions
Permission Catalog & Impact Reference
Ideal Role Permission Profiles
Permission Governance & Assignment Model
Collaboration (Threads)
Chrome Extension
MCP Integration
MCP OAuth Setup
MCP API Reference
Tool Reference
Search
Content
Content Requests
Tags
Deal Rooms
Playbooks
Pitch
Analytics
Reporting & Dashboards
MCP Salesforce Bridge Reference
MCP Reliability, Limits, and Error Handling
Quick Start
✨ MCP Creative Test Calls
MCP n8n Quickstart
MCP ChatGPT Quickstart
MCP Claude Quickstart
CPQ & Proposals