Knowledge Center

Guides to every part of Revari.

Short, step-by-step guides for the work you do in Revari every day. Search for a task, or browse by topic.

Getting started

Getting started & signing inYour first sign-in, a quick tour of the main desks, and how to get back in if you're locked out.The Today deskStart each morning with won revenue, open pipeline, tasks and renewals side by side.Your profile & notificationsSet your display name and avatar, change your password, and choose which emails Revari sends you.

Revari on your devices

Revari for Mac (desktop app)Install the Mac app, sign in with your Revari account and let it keep itself up to date. It's the same Revari, in its own desktop window.

Selling

Accounts & contactsOne account per customer relationship, even when that customer runs several legal entities.Working your pipelineHow stages work, how to move deals forward and assign owners, and how the board totals your forecast.Prospecting & lead searchFind your next customer inside Revari. Search for buyers by title, company size, industry and location.SequencesTimed, multi-step outreach that keeps in touch with a prospect while you focus on the rest of your day.

Quotes & proposals

Building a quotePick products, watch the price update as you go, and learn what 'needs approval' means.Sending a proposalTurn a priced quote into a branded document, send it for signature, and track it to a yes.

Growing your accounts

RenewalsYour recurring revenue with every contract date in view, so you see notice deadlines coming.Win-backGive closed-lost deals a second chance, with the reason you lost them close at hand.Reporting & scheduled reportsRun reports, build your own, and email your leadership a digest on a schedule.

For admins & partners

Managing users & seatsInvite your team, assign roles and seats, and keep access tidy as people come and go. For admins.The partner programFor partners who run several client workspaces: each client's closed-won business, billing memos and program resources, all from the partner desk.