Revo Digital Help Center
Foundational Setup
Essential setup guides to get your Revo Digital account configured and ready for action — contacts, communication, calendars, pipelines, and more.
Getting Started - Create New Contact
Add your first contact and begin building meaningful engagement.
Getting Started - Import Existing Contacts
Quickly import contacts from CSV files or other platforms.
Getting Started - Launch A Funnel
Set up a high-converting funnel to capture leads.
Getting Started - Setup Email, Phone, and SMS
Configure all communication channels in one place.
Getting Started - Launch an Email Campaign
Create and send your first email campaign.
Getting Started - Automatic Email and SMS Followup
Set up automated follow-up sequences.
Getting Started - Setup A Booking Calendar
Let clients book appointments directly.
Getting Started - Setup Pipelines and Opportunities
Track deals from first contact to closed-won.
Getting Started - Launchpad Contextual In-App Nudges
Your personalized onboarding guide inside Revo Digital.