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Overview

Reevo’s prospecting features help you identify and engage new leads to grow your total addressable market (TAM). You can search for companies and people using rich filters, save queries, and track your activity. Prospecting in Reevo allows you to:
  • Search external databases for new people and companies
  • Use advanced filters (job title, location, industry, tech stack, etc.)
  • Save and reuse queries
  • Monitor team-wide credit usage and activity
Prospecting is separate from your CRM: records only enter the CRM after successful enrichment. Watch our tutorial here.

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Basic concepts & terminology

  • Prospecting: The process of identifying potential new leads from external databases.
  • People Search: A feature that allows you to find potential contacts based on job titles, seniority, industry, etc.
  • Company Search: A tool for finding companies that meet specific business criteria like size, industry, or tech stack.
  • Saved Queries: Reusable saved filters that streamline repetitive searches.
  • Prospecting Runs: A log of your team’s past search and enrichment activities.
  • Credits: The unit used to “pay” for enrichment operations like finding emails or phone numbers.

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Where to find it

  • Main Navigation → Click on Prospecting
  • People Tab → /prospecting?tab=people
  • Company Tab → /prospecting?tab=company
  • Saved Queries → From the side menu in the Prospecting section
  • Prospecting Runs → In the admin section under Prospecting Activity

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How to

1. Access Prospecting Features
  • Use the Prospecting tab in the main app navigation
  • Go to the People or Company tabs based on your search needs
  • Saved Queries and enrichment actions are also available from this section
2. Understand Access Levels
  • Standard Access: Perform searches, view queries, see quota
  • Admin Access: Organization-wide usage tracking and quota management
3. People Search
  • Filter by location, job title, seniority, industry, company size, tech stack
  • Example: “Marketing Directors at 200+ employee SaaS companies in California”
4. Company Search
  • Filter by company name, location, funding stage, technology used, etc.
  • Example: “Healthcare companies using AWS in the Northeast”
5. Saved Search Queries
  • Set filters → click Save Query → name and share or keep private
  • Use Saved Queries from the dedicated tab for repeatable prospecting
6. Managing Prospecting Activity
  • View past activity and credit usage in Prospecting Runs

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FAQs

What is the difference between prospecting and CRM contacts? Prospecting uses external databases. CRM contacts are only created after successful enrichment. How many people can I import at once? Up to 8,000 people per operation. Can team members use my saved searches? Yes, if marked as shared. Only the owner can edit.