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RIO Functions Installation

Go through the following steps to setup RIO Plan Functions Extension:

  1. Install RIO Plan from the App Exchange – Install for ALL Users
  2. Please contact us to get the latest RIO Functions Extension Package Installation Link
  3. Configure RIO Functions
  4. Configure Page Layouts
  5. Configure the Mobile view
  6. Assign User Licenses
  7. Assign Permissions
  8. Update RIO Plan Configuration
  9. Optional: Conga Setup
  10. Optional: Quotes Configuration


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