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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, 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

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Standard and Custom Fields

Reevo includes standard fields on every Account (e.g., Account Name, Website, Industry, Owner). You can also configure custom fields to match your GTM process—for example, adding fields for Tier, Segment, or Priority. See Create and Manage Custom Fields to learn how to add or edit account-specific attributes.

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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.
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 creating or editing custom fields, use the Pin option to keep important fields visible on the account’s primary details page. 
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.
Still have questions? Reach out to our support team here