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Getting StartedQuick Start Guide

Quick Start Guide

This guide walks you through the essential setup to start using Rev Forge.

1. Create Your Account

  1. Go to app.revforge.com  and click Sign Up
  2. Sign up with your email, Google, or Microsoft account
  3. Verify your email address by clicking the link in the confirmation email

2. Set Up Your Agency

After signing in for the first time, you’ll be guided through agency setup:

  1. Agency name — enter your organization’s name
  2. Agency slug — this becomes your URL (e.g., app.revforge.com/your-agency)
  3. Your role — confirm your details as the agency owner

3. Invite Your Team

Once your agency is created:

  1. Navigate to Settings → Team
  2. Click Invite Member
  3. Enter their email address and select a role (Admin or Member)
  4. They’ll receive an invitation email to join

4. Add Your First Client

  1. Go to Clients in the sidebar
  2. Click Add Client
  3. Fill in the client’s business details
  4. Configure their lead pipeline stages if the defaults don’t fit

See Setting Up Your First Client for a detailed walkthrough.

5. Start Adding Leads

With a client set up, you can begin:

  1. Manual entry — click New Lead from the client’s leads page
  2. Import — bulk import leads from a CSV file
  3. Capture forms — set up web forms to capture leads automatically

What’s Next?

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OverviewSetting Up Your First Client