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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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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.