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What Accounts Are Used For

Accounts provide a single source of truth for each company in your CRM. They help your team:
  • Track company-level details like name, industry, region, and address
  • View all related contacts, activities, and opportunities associated with a company
  • Understand organizational relationships and account ownership
  • Segment customers and prospects for reporting and outreach

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Account Management

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Creating an Account

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Manual Account Creation

  1. Navigate to the Accounts section in Reevo
  2. Click Create or the + button
  3. Enter required information:
    • Display Name: Company name
    • Domain Name: Company domain (e.g., reevo.ai)
    • Official Website: Company website URL
  4. Add optional details such as descriptions, industry and social media links. You can also use enrichment on these field to get additional information.
  5. Assign an Owner (defaults to you if not specified)
The account is now available in your CRM and can be linked to contacts, opportunities, and meetings.

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Automatic Creation

Reevo can automatically create account records based on your email and meeting activity. Configure this behavior in Settings under Record Auto-Creation Settings. Learn more about these settings here.

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Viewing and Managing Accounts

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Account Details

When you open an account record, you’ll see:
  • Company logo and basic information (name, type, industry, employee count)
  • Owner and team members
  • Associated contacts
  • Related opportunities
  • Meeting history
  • Activity timeline
  • Custom fields (if configured)

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Linking Contacts to Accounts

Contacts can be associated with multiple accounts. Each contact has one Primary Account (their main employer) and can have additional Secondary Accounts for other professional relationships.  To link a contact to an account:
  1. Open the contact record
  2. Click the Accounts tab and select Link Account
  3. Choose the account, enter the contact’s title and department
  4. Select which email addresses and phone numbers apply to this relationship
  5. Click Link account

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How Accounts Relate to Contacts and Opportunities

  • Contacts represent the people associated with an Account
  • Opportunities represent potential deals or revenue tied to that Account
  • Together, these relationships give full visibility into each customer’s lifecycle - from first touch through renewal or expansion
  • Accounts can also be linked to other Accounts, which is how parent and child organization hierarchies are modeled. See Custom Relationships

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Standard and Custom Fields

Reevo includes standard fields on every Account (e.g., Account Name, Website, Industry, Owner, Type, Timezone). You can also configure custom fields to match your GTM process, for example adding fields for Tier, Segment, or Priority. You don’t need a custom field to mark an account as a prospect, customer, churned account, or partner: use the built-in Type field described below. See Create and Manage Custom Fields to learn how to add or edit account-specific attributes.

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Account Type

Accounts have a built-in Type field that shows where the company stands with your business. The default options are Prospect, Customer, Churned, and Partner. New accounts are set to Prospect unless you pick a different Type when you create the account. You can see and change Type in the Summary section of the account’s Overview tab, and you can set it in the create account form. Some accounts, such as ones created before Type was available, can show it empty until someone sets it. Type is available as a filter in account list views, so you can build views such as all current customers or all churned accounts.

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Account Timezone

Each account has a Timezone field. It shows the account’s timezone along with the current local time there, and you can search the list of timezones to change it. Reevo fills in the timezone for you from the account’s address (city, state or province, and country) when the location points to a single timezone. If the location could match more than one timezone, for example a country with several timezones and no state, Reevo leaves the field empty rather than guess, and you can set it yourself. A timezone Reevo filled in automatically updates on its own when you change the address to a new location.
A timezone you set by hand is never overwritten by the address. If you later change the address to a place in a different timezone, Reevo shows a Timezone may be out of date prompt with an Update timezone button, so you choose whether to switch.
Sequences that have Send in each contact’s local time turned on use the contact’s own timezone, and fall back to the timezone of the contact’s primary account when the contact has none.

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Activity Timestamps

Reevo automatically tracks the last time your team reached out to an account’s contacts — and the last time those contacts engaged back. These timestamps appear in the Activity timestamps section of the account’s Overview tab and update automatically as activity is logged. There are 8 fields in total, split into two groups. Engagement fields reflect activity initiated by the contact: Outreach fields reflect activity initiated by your team:

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Troubleshooting / FAQs

Accounts represent companies or organizations, while contacts represent individual people. Contacts are linked to accounts to show which company they work for. This structure helps you track both organizational relationships and individual stakeholders. 
Yes. Contacts support multi-account associations with one primary account and multiple secondary accounts. This is useful when someone works for multiple companies or has changed employers. 
When accounts are merged or archived, Reevo preserves the relationships and history. Contacts maintain their associations, and activity history remains accessible. The system uses archive-only operations (no hard deletes) to ensure data integrity. To combine two duplicate accounts, see Merging Records.
Use the Blocked Domains & Emails setting under Record Auto-Creation Settings. Add domains like personal email providers or sensitive company domains to prevent automatic account creation while still allowing manual creation when needed. 
Yes. When you create a custom field, turn on Add to Overview to place it in the Summary section of the account’s Overview tab. To change this later, open an account, go to the Overview tab, and use the gear icon (Configure fields) on the Summary section.
The only required field is Display Name (company name). However, adding domain name and website helps with data enrichment, duplicate detection, and automatic contact association.
These fields track activity from opposite directions. Last Engaged At reflects the last time a contact at this account initiated activity toward your team — a signal of interest or intent. Last Outreach At reflects the last time your team successfully reached a contact at this account — confirming contact info is still valid and reachable. Together they give a complete picture of two-way communication.
Yes. An outbound call counts if its status is Completed or Voicemail Left — both indicate the call successfully reached the contact. Calls that result in No Answer, Busy, Canceled, or Failed are not counted.
No. Only emails actually sent by a contact to a user are counted. Opens and clicks are not included.
Yes. All 8 activity timestamp fields are available as filter and sort options in account list views. For example, sort by Last Engaged At to surface accounts with the most recent inbound activity, or filter for accounts where Last Outreach At is older than 30 days to identify accounts needing follow-up.
No. Use the built-in Type field, which comes with Prospect, Customer, Churned, and Partner. If your team already created a custom field for this, it stays as a separate field with its own values; the built-in Type field does not read from it or change it.
Reevo fills in the timezone only when the account’s address points to one timezone. If there is no address, or the location could be in more than one timezone, the field stays empty. Add a city and state or province to the address, or pick the timezone yourself.
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