The Multi Email and Multi Account Models allow contacts to have multiple email addresses and be associated with multiple accounts simultaneously.
john@acme.com
) and personal email (john@gmail.com
) while being associated with multiple companies they may consult for.
John Doe
can have emails john@work.com
and john@personal.com
, be associated with both Acme Corp
and XYZ Inc.
, with john@work.com
designated as preferred for Acme Corp
communications.
John
’s primary email might be john@gmail.com
(used when viewing his contact directly), but his preferred email for Acme Corp
might be john@acme.com
(used when viewing him in Acme Corp
context).
Sarah
to both Acme Corp
and Globex Inc.
, you’ll see both accounts listed in her Account tab, allowing you to track her involvement with both companies.
John
at Acme Corp
, you might select john@acme.com
as preferred, while for John
at Globex Inc
, you might select john@globex.com
as preferred.
Acme Corp
, John Doe
might be the Champion
(john@acme.com
), while Sarah Smith
is the Economic Buyer
(sarah@acme.com
).
To assign a role to a contact in an opportunity:
Note: Reevo does not allow duplicate email usage across different contacts.Can I use the same email for a contact across multiple accounts? Yes. A single contact can have the same email address linked to multiple accounts.
Example: A consultant with consultant@consultfirm.com can be associated with several client accounts.Can a contact have different roles in different opportunities? Yes. Contacts can have distinct roles in different opportunities—even within the same account—to reflect varying responsibilities or levels of influence.
Contact Emails > Is Contact Primary
+ Contact Emails > Email
Contact Emails > Email
— searches across all emailsContact Emails > Contact Account Emails > Email
Contact Account Fields > Is Primary Account
Contact Account Fields > Account Fields
Contacts Account Fields > Contact
Contacts Account Fields > Contact Fields > Contact Name
Note: These may not cover every use case—explore filters for more options.
Example 1: Removing sarah@acme.com will prompt you with affected data and options.
Example 2: If john@acme.com
is linked to the wrong John, the system will help reassign the email correctly.
Example: Messaging John at john@acme.com vs john@personal.com will attribute the action to the correct account.How does Reevo determine account attribution from incoming emails or meetings? Reevo follows this sequence:
Example: If maria@consultancy.com is linked to both Acme and TechGiant, the email is attributed to the most recently linked account.
Example: A McKinsey consultant working with both Acme and Globex should be a single contact associated with both accounts.
If the issue persists, please contact Reevo Support.