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Understanding Contacts in Reevo

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What Contacts Are Used For

Contacts help your team:
  • Track communication history (emails, meetings, calls) with each person
  • Understand role, seniority, and influence within their company
  • Personalize outreach and relationship management
  • Identify key stakeholders involved in active deals or accounts

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How Contacts Relate to Accounts and Opportunities

  • Every Contact is typically linked to an Account, representing the company they work for.
  • Contacts can also be associated with one or more Opportunities, showing their involvement in a specific deal or sales cycle.
  • This connection helps sales, marketing, and success teams collaborate with full context across all touchpoints.

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Standard and Custom Fields

Reevo includes standard fields on every Contact (e.g., First Name, Last Name, Title, Email, Phone). You can also configure custom fields to capture additional context that supports your GTM process. See Create and Manage Custom Fields to learn how to add or edit contact-specific attributes.

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Creating Contacts

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Manual Contact Creation:

  1. Go to Contacts in Reevo.
  2. Click Create or +.
  3. Fill in required fields: First Name, Last Name, and (recommended) Email or Phone.
  4. Optionally add Title, Department, LinkedIn, or Primary Account.
  5. Assign an Owner (defaults to you).
  6. Click Create to save.
The contact is now available in your system and can be linked to accounts, opportunities, and meetings.

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Automatic Contact Creation:

Reevo can automatically create contact records based on your email and meeting activity. Configure this behavior in Settings under Record Creation . For additional information on these setting refer to the Onboarding article.

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Multi-Email and Multi-Phone Support

Reevo supports multiple emails and phone numbers per contact because people often work with more than one company or use different contact details for different business contexts. This ensures your team can always reach someone using the right email or phone number for the specific account they’re associated with.

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How to Add or Manage Multiple Emails

Contacts Managing Multiple Emails on Contacts
  1. Navigate to the Contacts section in Reevo
  2. Select a contact to open their details in the side pane
  3. Click the + icon to add another email address
  4. Use the dropdown to label each entry (e.g., Work, Personal)
  5. Mark one as Primary to set the default for communication. You can do this by clicking on the ellipsis (…).

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How to Add or Manage Multiple Phone Numbers

Managing Multiple Phone Numbers on Contacts
  1. Navigate to the Contacts section in Reevo
  2. Select a contact to open their details in the side pane
  3. Click the + icon to add another phone number
  4. Use the dropdown to label each entry (e.g., Work, Personal)
  5. Mark one as Primary to set the default for communication. You can do this by clicking on the ellipsis (…).

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Multi-Account Associations

Multi-Account Association Reevo supports a flexible, many-to-many relationship between Contacts (individuals) and Accounts (companies or organizations). This means a single contact can be associated with multiple accounts at once.

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How It Works

Each contact has one Primary Account, representing their main employer or affiliation, and can also be linked to one or more Secondary Accounts for other professional relationships. This structure helps preserve important business context during CRM operations—like account merges, contact ownership changes, or relationship tracking—without losing visibility into prior or parallel associations.

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How to Add Multiple Accounts

  1. Navigate to the Contacts section in Reevo
  2. Open a contact record
  3. Click the Accounts tab in the contact view
  4. Select Link Account
  5. In the Link account to contact modal, choose the following:
    • Account: Select the company to associate
    • Title: Enter the contact’s role at that company (e.g., Director, Consultant)
    • Department: Add the department or team name (e.g., Sales, Engineering)
    • Contact Emails: Choose which of the contact’s email addresses should link to this account
    • Contact Phone Numbers: Select which phone numbers to associate
  6. Click Link account to save
The contact will now display multiple associated accounts with one marked as the Primary Account (indicated by the crown icon 👑) and others as secondary relationships.

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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. You can ask Ask Reevo questions in natural language like “What meetings do I have with contacts at Acme Corp?” or “Show me all contacts without email addresses.” Ask Reevo will search your data and provide formatted responses with clickable links.
Yes. Ask Reevo can create and update contact records through natural language requests.  Simply ask questions like “Create a contact for John Smith at Acme Corp” or “Update Sarah’s title to VP of Sales.” Ask Reevo will validate the information and confirm before making changes.
Yes. When creating or editing custom fields, use the Pin option to keep important fields visible on the contact’s primary details page.
When contacts are merged or archived, Reevo preserves the relationships and history. Account associations are maintained, and activity history remains accessible. The system uses archive-only operations to ensure data integrity.
By default, Users can only edit contacts they own. Admins have full access to edit any contact. If you need to edit a contact owned by someone else, contact your Admin to reassign ownership or request Admin permissions.
Use the Blocked Domains & Emails setting under Record Auto-Creation Settings. Add domains like personal email providers or sensitive company domains to prevent automatic contact creation while still allowing manual creation when needed.
Email addresses must be unique within your organization.  If you attempt to create a contact with an existing email, the system will detect the conflict and provide details about the existing contact. You can then either update the existing contact or use a different email address. 
Yes. Navigate to Settings and select My Record Creation. This lets you disable automatic contact creation for your individual account even if your organization has it enabled globally. This is useful if you handle confidential communications or prefer to manage contacts manually.
Contact visibility follows your organization’s sharing rules and ownership permissions. You may not see contacts owned by other team members unless your Admin has granted broader access. Additionally, check that you have permission to view the data in Reevo and try refining your search with more specific details like names or company names.
No. Contacts cannot be enrolled in multiple sequences simultaneously. This prevents conflicting outreach and ensures a coordinated communication strategy. You must wait for a contact to complete or be removed from their current sequence before enrolling them in another.
Disconnecting integrations stops automatic data capture and contact creation for your account. Existing contact records and their history remain in Reevo, but new activity won’t sync until you reconnect. Your teammates’ integrations continue working independently.
The system uses the Primary email or phone number marked on the contact record for all outreach activities. You can change which email or phone is primary by clicking the ellipsis (…) next to any entry and selecting it as primary.
Yes. You can link contacts to multiple accounts through the Accounts tab on the contact record. However, you cannot change account associations through the update process; you must use the Link Account feature to add or modify account relationships.
The system validates several requirements before allowing sequence enrollment. The contact must have an email address for email sequences, a phone number for call sequences, a LinkedIn URL for LinkedIn sequences, an associated account, and an assigned owner. Check that all required fields are populated for your specific sequence type.
The system runs duplicate detection against email, phone, and name combinations during contact creation. If a potential duplicate is found, you’ll receive a warning with details about the existing contact. You can then decide whether to proceed with creating a new contact or update the existing one.
Still have questions? Reach out to our support team here