# Reevo Knowledge Base

> How to use Reevo

## Docs

- [Onboarding to Reevo!](https://help.reevo.ai/Getting-started/Onboarding.md): Experience the power of an AI-driven sales platform built to help you prospect smarter, manage pipelines with clarity, and automate your outreach all in one place.
- [Profile](https://help.reevo.ai/Getting-started/Individual-Account-Settings/Profile.md): Manage your name, photo, phone number, and timezone in Reevo.
- [Notifications](https://help.reevo.ai/Getting-started/Individual-Account-Settings/Notifications.md): Decide how and where Reevo notifies you about meetings, opportunities, workflows, and AI summaries.
- [Dialer](https://help.reevo.ai/Getting-started/Individual-Account-Settings/Dialer.md): Configure your in-app phone, recording disclaimer, and follow-up automation.
- [My record creation](https://help.reevo.ai/Getting-started/Individual-Account-Settings/My-Record-Creation.md): Override your organization's record creation rules for your individual account.
- [Calendar](https://help.reevo.ai/Getting-started/Individual-Account-Settings/Calendar.md): Connect your Google or Outlook calendar and set your default weekly availability.
- [Organization profile](https://help.reevo.ai/Getting-started/Organizational-Account-Settings/Organization-Profile.md): Define your company's identity and the business context Reevo uses to personalize automation, insights, and engagement.
- [Notifications](https://help.reevo.ai/Getting-started/Organizational-Account-Settings/Notifications.md): Admin-only settings for workspace-wide Slack channels and the org-wide meeting prep notification timing.
- [Usage](https://help.reevo.ai/Getting-started/Organizational-Account-Settings/Usage.md): Track how your organization is consuming Reevo's seats, dialer minutes, domains, enrichments, and mailboxes.
- [Billing](https://help.reevo.ai/Getting-started/Organizational-Account-Settings/Billing.md): Manage your subscription, add-ons, seats, billing details, and invoice history.
- [Users, roles and teams](https://help.reevo.ai/Getting-started/Organizational-Account-Settings/Users-Roles-and-Teams.md): Invite teammates, control what each person can do, and group users into teams that mirror your sales structure.
- [Team transfer status](https://help.reevo.ai/Getting-started/Organizational-Account-Settings/Team-Transfer-Status.md): Watch bulk team operations run in the background and confirm transfers and deletions completed cleanly.
- [Record creation](https://help.reevo.ai/Getting-started/Organizational-Account-Settings/Record-Creation.md): Control how Reevo automatically creates Accounts and Contacts based on user activity.
- [Email & Calendar](https://help.reevo.ai/Getting-started/Integrations/Email-and-Calendar.md): Connect Gmail or Outlook Email and Google Calendar or Outlook Calendar so Reevo can capture activity, prep your meetings, and power scheduling links.
- [Conferencing](https://help.reevo.ai/Getting-started/Integrations/Conferencing.md): Connect Zoom, use Microsoft Teams via Outlook Calendar, or rely on Google Meet through Google Calendar.
- [Workspace Integrations](https://help.reevo.ai/Getting-started/Integrations/Workspace.md): Install the Reevo Bot for Slack so the whole organization gets deal alerts and team notifications in their channels.
- [In-App Notifications](https://help.reevo.ai/Notifications/In-App-Notifications.md): View, filter, and manage notifications from the bell icon and the notifications page inside the Reevo app.
- [Email & Slack Notifications](https://help.reevo.ai/Notifications/Email-and-Slack-Notifications.md): How to configure email and Slack delivery for Reevo notifications.
- [Access Controls](https://help.reevo.ai/Admin-and-Security/Access-Controls.md): Control who can view and edit CRM records in Reevo using teams, roles, record ownership, and permission scopes.
- [Restrict Users to Only Their Own Records](https://help.reevo.ai/Admin-and-Security/Restrict-Users-to-Their-Own-Records.md): Create a custom role that limits a user to viewing and editing only the accounts, contacts, and opportunities they own.
- [Accounts](https://help.reevo.ai/CRM-configurations/Accounts.md): Accounts represent the companies or organizations your business interacts with. In most CRMs, an Account serves as the central record that connects related Contacts (individuals at that company) and Opportunities (potential or active deals). of your new file.
- [Contacts](https://help.reevo.ai/CRM-configurations/Contacts.md): Contacts represent the individual people your team interacts with, such as prospects, customers, or partners. Each contact record stores personal and professional details, helping you understand who you're engaging with and how they connect to the broader organization.
- [Merging Records](https://help.reevo.ai/CRM-configurations/Merging-Records.md): Combine duplicate accounts or contacts into a single record using the guided merge wizard: choose a survivor, resolve field conflicts, review linked records, and preview the result before merging.
- [Duplicate Detection](https://help.reevo.ai/CRM-configurations/Duplicate-Detection.md): Set up how Reevo finds duplicate contacts and accounts. Build search rules, choose exact or fuzzy matching per field, and pick whether matches wait for your approval or get merged automatically.
- [Unique Fields](https://help.reevo.ai/CRM-configurations/Unique-Fields.md): Make a custom field unique so Reevo blocks duplicate values when records are created or updated. Set up unique fields per object, check your existing data for conflicts, and manage enforcement from Data integrity settings.
- [Opportunities](https://help.reevo.ai/CRM-configurations/Opportunities.md): Opportunities represent potential or active revenue-generating deals. Each opportunity tracks the lifecycle of a sales motion — including deal stage, value, timelines, and involved stakeholders — so your team can manage pipeline, forecast revenue, and drive deals to close.
- [Custom Fields](https://help.reevo.ai/CRM-configurations/Custom-Fields.md): Custom fields in Reevo let you extend your CRM data model to fit your business. You can add, edit, or remove fields across core objects—such as Accounts, Contacts, and Opportunities—to track the information that matters most to your team.
- [Custom Objects](https://help.reevo.ai/CRM-configurations/Custom-Objects.md): Custom Object let you extend Reevo’s CRM beyond standard records like Accounts, Contacts, and Opportunities. Use them to model data and workflows unique to your business without forcing everything into generic fields or external systems.
- [Computed Fields](https://help.reevo.ai/CRM-configurations/Computed-Fields.md): Automatically calculate and display values based on other fields in the same record using formulas - no manual updates required.
- [Rollup Fields](https://help.reevo.ai/CRM-configurations/Rollup-Fields.md): Aggregate data from related records - such as total deal value or contact count - and display it as a live field on any CRM record.
- [Account & Contact Stages](https://help.reevo.ai/CRM-configurations/Account-and-Contact-Stages.md): Configure stage names, order, and colors for Contacts and Accounts to track records through your customer lifecycle.
- [Before You Begin](https://help.reevo.ai/Data-management-and-migration/Before-you-Begin.md): Before importing or migrating any data into Reevo, make sure your CRM configuration matches the structure of the data you plan to bring in. This ensures that every field maps correctly and no information is lost during import.
- [Import Via CSV](https://help.reevo.ai/Data-management-and-migration/Import-via-CSV.md): Reevo’s CSV Import Flow supports importing standard objects (Accounts, Contacts, and Opportunities) as well as custom objects that are specific to your organization. You can also import the relationships and associations between records, for example, linking Contacts to Accounts or Opportunities to…
- [Update Existing Records via CSV](https://help.reevo.ai/Data-management-and-migration/Data-Updates-Maintenance.md): Learn how to update existing contacts, accounts, and opportunities in bulk by importing a CSV file through your Reevo account team.
- [Bulk Archive Records](https://help.reevo.ai/Data-management-and-migration/Bulk-Actions/Bulk-Archive-Records.md): Select multiple contacts, accounts, or opportunities from any list view and archive them all at once to clean up duplicates and outdated data.
- [How to Export Data from Reevo](https://help.reevo.ai/Data-management-and-migration/Export-Data-From-Reevo.md): The export feature captures a snapshot of your data at the time you run the export.
- [API Integrations with Other Tools](https://help.reevo.ai/Data-management-and-migration/Integrations-With-Other-Tools.md): Reevo’s API keys let you connect external tools and automatically bring data into your workspace without manual entry.
- [Clay: Send Contact & Account Data ](https://help.reevo.ai/Data-management-and-migration/Clay-Send-Contact-Account-Data.md): You can send contacts directly from Clay into Reevo using a webhook. This allows you to streamline your workflow and automatically move qualified leads into Reevo for outreach and tracking.
- [List Views & Filters](https://help.reevo.ai/CRM-Views-Navigation/List-Views-Filters.md): List views let you organize, filter, and surface the exact records you need.
- [Purchasing & Managing Domains ](https://help.reevo.ai/Domains-and-mailboxes/Purchasing-Domains.md): Reevo simplifies domain management by letting you buy and configure domains directly in the platform, with automated setup and monitoring to ensure smooth email delivery for your campaigns.
- [Set Up Mailboxes: Prospect Outreach](https://help.reevo.ai/Domains-and-mailboxes/Mailbox-Set-Up.md): Mailboxes let you run outbound sequences at scale without risking your main company domain
- [Managing Mailboxes](https://help.reevo.ai/Domains-and-mailboxes/Managing-mailboxes.md): After creating mailboxes in Reevo, you can view and manage them from multiple locations throughout the platform. Each interface provides different levels of detail and functionality - from high-level usage tracking to individual mailbox configuration and performance monitoring. This distributed appr…
- [Email Verification](https://help.reevo.ai/Domains-and-mailboxes/Email-Verification.md): Email Verification automatically validates sender addresses to prevent spoofing and maintain deliverability. It helps protect your domain reputation by filtering or blocking unverified senders.
- [Mailbox Health](https://help.reevo.ai/Domains-and-mailboxes/Mailbox-Health.md): Each mailbox displays a health score based on deliverability metrics, reputation, and engagement rates.
- [Prospecting: Search & Enrichment](https://help.reevo.ai/Prospecting-and-Outreach/Prospecting-Search-Enrichment.md): Prospecting in Reevo lets you search a database of millions of people and companies, then enrich the ones you want to reach with verified contact details, turning them into CRM contacts ready for outreach.
- [Building Inbound Lead Forms](https://help.reevo.ai/Prospecting-and-Outreach/Building-Inbound-Lead-Forms.md): Forms let you capture inbound leads directly into Reevo with no third-party form builder or manual exports. Each form ships with a built-in workflow that creates contacts and accounts, runs research, and routes the lead to the right person.
- [Sequences: Create Automated Multi-Channel Campaigns](https://help.reevo.ai/Prospecting-and-Outreach/Sequences-Create.md): Sequences are automated multi-channel campaigns that help sales teams engage prospects and customers at scale.  Sequences save time by automating repetitive outreach while maintaining personalization. Instead of manually doing outreach, you can enroll contacts into a sequence that automatically send…
- [Sequences: Manage Missing Contact Fields](https://help.reevo.ai/Prospecting-and-Outreach/Sequences-Manage-Missing-Contact-Fields.md): Configure fallback rules to control what happens when a contact reaches a sequence step but is missing a required field - like an email address, phone number, or LinkedIn profile URL.
- [Sequences: Personalize Emails with Custom Field Variables](https://help.reevo.ai/Prospecting-and-Outreach/Sequences-Custom-Field-Variables.md): Insert your CRM custom fields - like ICP Tier, Industry, or any field your org has defined - directly into sequence email templates as personalization variables that resolve at send time.
- [Sequences: CC Recipients in Sequence Emails](https://help.reevo.ai/Prospecting-and-Outreach/Sequences-CC-Recipients.md): Add CC recipients to sequence email steps, manual email tasks, and email templates so additional stakeholders are copied on outreach automatically.
- [Reevo's Chrome Extension](https://help.reevo.ai/Prospecting-and-Outreach/Chrome-Extension.md): The Reevo Chrome Extension brings your CRM directly into LinkedIn, allowing you to capture leads, enrich contact data, and manage outreach without switching between tabs. You can extract profiles from LinkedIn, automatically create contacts in Reevo, make calls, and enroll people in sequences, all w…
- [LinkedIn Sales Navigator: Add Accounts and Leads](https://help.reevo.ai/Prospecting-and-Outreach/Chrome-Extension-Sales-Navigator.md): Use the Reevo Chrome extension to bulk add companies and people from LinkedIn Sales Navigator search results into Reevo as accounts and contacts, saved to a list and ready for enrichment or a sequence.
- [Email Open Rates](https://help.reevo.ai/Prospecting-and-Outreach/Email-Open-Rate.md)
- [Scheduling Links](https://help.reevo.ai/Conversations/Scheduling-Links.md): A scheduling link is a shareable booking page built directly into Reevo so you can work faster without switching tools. It shows your real-time availability so prospects or customers can pick a time that works for them. Once they book, the meeting is automatically added to your calendar with confere…
- [Creating Meeting Events](https://help.reevo.ai/Conversations/Creating-Meeting-Events.md): Reevo offers multiple ways for customers to book meetings, each designed for different sales scenarios and workflows.
- [Meetings & Notetaker Bot Settings ](https://help.reevo.ai/Conversations/Meetings-and-Bot-Settings.md): The Meeting Settings page allows administrators to control how Reevo records, processes, and manages meetings across your organization. These settings determine which meetings get automatically recorded, how meeting participants are handled, and how your AI notetaker bot behaves.
- [Notetaker Bot](https://help.reevo.ai/Conversations/Notetaker-Bot.md): The Notetaker Bot is an AI-powered assistant that automatically joins your scheduled meetings to record, transcribe, and analyze conversations. When enabled, the bot joins meetings on your behalf, captures the full discussion, and generates insights like summaries, action items, and key talking poin…
- [Reevo Desktop App](https://help.reevo.ai/Conversations/Reevo-Desktop-App.md): The Reevo Desktop App lets you record and transcribe meetings directly from your Mac, without sending a bot into the call. It captures your microphone and system audio natively, transcribes the conversation, and syncs everything to Reevo so you get the same summaries, insights, and CRM context as bo…
- [Pre-Meeting Prep](https://help.reevo.ai/Conversations/Meeting-Intelligence/Pre-Meeting-Prep.md): AI-generated meeting strategy that pulls from your CRM, past conversations, and email history so you walk into every upcoming meeting prepared.
- [Post-Meeting Summary](https://help.reevo.ai/Conversations/Meeting-Intelligence/Post-Meeting-Summary.md): AI-generated summary of a recorded meeting with citations that link directly back to the moment in the recording.
- [Zoom Recording Bot Troubleshooting](https://help.reevo.ai/Conversations/Troubleshoot_Zoom_Bot_Issues.md): If the Reevo meeting bot isn’t joining or recording your Zoom meeting, review the relevant scenario below.
- [Managing Recordings](https://help.reevo.ai/Conversations/Managing-Recordings.md): Reevo automatically records and transcribes your meetings and calls, creating a searchable archive of all customer conversations. Recordings capture both video meetings and phone calls made through the dialer, giving your team a complete view of every customer interaction.
- [Understanding Recording Consent](https://help.reevo.ai/Conversations/Understanding-Recording-Consent.md): This article is not legal advice. Reevo customers should work with their legal counsel to ensure that their use of Reevo complies with applicable laws.
- [Dialer](https://help.reevo.ai/Conversations/Dialer.md): The Reevo Dialer is a built-in calling system that lets you make outbound calls directly from the platform without switching to a separate phone or app. It helps sales teams connect with prospects faster by streamlining the calling workflow and automatically logging call activity to your CRM.
- [Microsoft Organization Onboarding Checklist](https://help.reevo.ai/Conversations/Microsoft/Microsoft-Organization-Onboarding-Checklist.md): Use this checklist to ensure your Microsoft Workspace is correctly configured for Reevo.
- [Login with Microsoft](https://help.reevo.ai/Conversations/Microsoft/Login-with-Microsoft.md): Reevo supports Microsoft account logins with 'Login with Microsoft' as well as email and password
- [Microsoft Teams](https://help.reevo.ai/Conversations/Microsoft/Microsoft-Teams.md): Reevo supports Microsoft Teams conferencing in tandem with the Outlook Calendar integration
- [Outlook Calendar](https://help.reevo.ai/Conversations/Microsoft/Outlook-Calendar.md): Sync your Microsoft Outlook Calendar with Reevo to streamline meeting scheduling, capture conversations, and automate your sales workflow.
- [Allow Microsoft Users to Self-Connect Reevo](https://help.reevo.ai/Conversations/Microsoft/Allow-Microsoft-Users-to-Self-Connect-Reevo.md): Configure Microsoft so your team can connect their Outlook email and calendar to Reevo without requiring admin approval.
- [Required Microsoft Teams Configurations](https://help.reevo.ai/Conversations/Microsoft/Required-Microsoft-Teams-Configurations.md): Microsoft Teams policies can prevent the Reevo Notetaker from joining meetings anonymously. Review these settings if the bot cannot join.
- [Forecasting](https://help.reevo.ai/Opportunity-Products-and-Deal-Management/Pipeline-Forecasting.md): Configure pipeline stage probability and forecast categories to track weighted deal values and build forecast roll-ups.
- [Products and Price Book Configuration](https://help.reevo.ai/Opportunity-Products-and-Deal-Management/Products-and-Pricebook-Configuration.md): Products and price books define what you sell and how you price it, enabling reps to add line items to opportunities and ensuring accurate revenue tracking across your pipeline.
- [Opportunity Products](https://help.reevo.ai/Opportunity-Products-and-Deal-Management/Opportunity-Products.md): Opportunity products are added as line items, and Reevo automatically calculates revenue based on billing frequency and contract dates. This keeps totals accurate and ensures the Amount fields stay aligned in pipeline reporting.
- [Getting Started with AskReevo](https://help.reevo.ai/AI-and-productivity/AskReevo-Copilot.md): Ask Reevo is your built-in AI assistant that helps you work faster with your CRM data and sales workflows. You can ask questions in plain language to find information about meetings, contacts, accounts, tasks, and more without switching tabs or running manual reports. Think of it as your always-on G…
- [AskReevo Skills](https://help.reevo.ai/AI-and-productivity/AskReevo-Skills.md): Skills are reusable instruction sets that teach Ask Reevo how to perform specific tasks your way. Create them once and invoke them any time you want the same approach applied to a new situation.
- [Ask Reevo Slack Integration](https://help.reevo.ai/AI-and-productivity/AskReevo-Slack-Integration.md): Bring your Reevo AI sales assistant into Slack to ask about deals, meetings, and contacts and take CRM actions with your approval, without leaving your workspace.
- [Getting Started with Connectors](https://help.reevo.ai/AI-and-productivity/Connectors/Getting-Started.md): Connect the tools your team already uses (Notion, Linear, and more) so Ask Reevo can work with them during conversations, with your approval on every change.
- [Notion](https://help.reevo.ai/AI-and-productivity/Connectors/Notion.md): Connect Notion to Ask Reevo so it can search your workspace, read and create pages and databases, and post comments during conversations, with your approval on every change.
- [Linear](https://help.reevo.ai/AI-and-productivity/Connectors/Linear.md): Connect Linear to Ask Reevo so it can find, create, and update issues, projects, and customer requests in your Linear workspace, with your approval on every change.
- [PostHog](https://help.reevo.ai/AI-and-productivity/Connectors/PostHog.md): Connect PostHog to Ask Reevo to answer product analytics questions, check feature flags and experiments, and investigate errors, all read-only: the connector can never change anything in PostHog.
- [Pylon](https://help.reevo.ai/AI-and-productivity/Connectors/Pylon.md): Connect Pylon to Ask Reevo so it can pull up support tickets and customer accounts, read full ticket threads, and create or update issues, with your approval on every change.
- [Slack](https://help.reevo.ai/AI-and-productivity/Connectors/Slack.md): Connect Slack to Ask Reevo so it can search and read the conversations you have access to and send messages as you, with your approval, before anything is posted.
- [Google Drive](https://help.reevo.ai/AI-and-productivity/Connectors/Google-Drive.md): Connect Google Drive to Ask Reevo so it can find and read your Drive files, check who they're shared with, and create new files with your approval.
- [Call Intelligence](https://help.reevo.ai/AI-and-productivity/Call-Intelligence.md): Call Intelligence in Reevo automatically analyzes your sales calls and meetings to extract valuable insights, track key conversation moments, and help you close deals faster. After each call, Reevo generates word-for-word transcripts with speaker identification, summaries, identifies objections, cap…
- [Getting Started with Reevo MCP](https://help.reevo.ai/AI-and-productivity/Reevo-MCP.md): The Reevo MCP server lets an external AI assistant such as Claude or ChatGPT connect directly to your Reevo workspace and act on your behalf. It exposes Reevo data and actions as Model Context Protocol (MCP) tools, so your assistant can search, read, and write CRM records from inside the chat client…
- [Workflow Builder in Reevo](https://help.reevo.ai/Automations-and-Workflows/Workflow-Builder.md): Workflows let you automate business processes by triggering actions whenever specific events occur, all without writing code.
- [Workflow Templates: Choosing the Right Starting Point](https://help.reevo.ai/Automations-and-Workflows/Workflow-Templates.md): When creating a new workflow, you'll choose from a library of templates organized by category. Templates give you a pre-built structure so you don't have to start from scratch; you just fill in your specific configuration.
- [Automating Lifecycle Stage Moves](https://help.reevo.ai/Automations-and-Workflows/Automating-Lifecycle-Stage-Moves.md): Use Reevo's Lifecycle Stages workflow templates to automatically move account and contact stages when key events occur - like closing a deal or creating a new opportunity.
- [Understanding Workflow Triggers](https://help.reevo.ai/Automations-and-Workflows/Workflow-Triggers.md): Triggers are the starting point of every workflow - they define what event causes your automation to run. Choosing the right trigger is the most important decision when building a workflow.
- [Workflow Action Nodes: Complete Reference](https://help.reevo.ai/Automations-and-Workflows/Workflow-Action-Nodes.md): Action nodes are the building blocks of what your workflow actually does. Each node performs a specific operation - from updating records to routing leads, sending messages, waiting, branching, and calling external systems.
- [Using Webhooks to Trigger Workflows](https://help.reevo.ai/Automations-and-Workflows/Webhook-Trigger.md): The Webhook trigger lets external systems fire a Reevo workflow by sending an HTTP POST request to a unique URL. Use this to connect Reevo to any third-party tool that can send webhooks - like Clay, Zapier, Make, or your own application.
- [Workflow Troubleshooting & Run History](https://help.reevo.ai/Automations-and-Workflows/Workflow-Troubleshooting.md): The Runs tab gives you a complete history of every time your workflow executed - what succeeded, what failed, and exactly what happened at each step. This guide explains how to read run history and resolve common errors.
- [Understanding Standard Datasets](https://help.reevo.ai/Analytics-and-Reporting/understanding-standard-datasets.md): Standard datasets give you ready-to-use, pre-built data collections for fast reporting and analysis.
- [Creating Custom Datasets](https://help.reevo.ai/Analytics-and-Reporting/creating-custom-datasets.md): Custom datasets let you merge multiple data sources and create reusable, tailored foundations for advanced reporting
- [Building Reports from Datasets](https://help.reevo.ai/Analytics-and-Reporting/building-reports-from-datasets.md): Reports turn your dataset into insights.
- [Creating Dashboards](https://help.reevo.ai/Analytics-and-Reporting/creating-dashboards.md): Dashboards combine multiple reports into one unified view, giving teams a centralized snapshot of key metrics and trends.
- [Pipeline Waterfall Chart](https://help.reevo.ai/Analytics-and-Reporting/Specialized-Reports/Pipeline-Waterfall-Chart.md): See exactly how your open pipeline changed between two dates - and why.
- [November 2025](https://help.reevo.ai/product-releases/november-2025.md): Announcing Our Largest Release Yet: Meet Reevo, The Revenue Operating System
- [December 2025](https://help.reevo.ai/product-releases/december-2025.md): We've rolled out new features and updates across the platform for an enhanced and more powerful selling experience.

## OpenAPI Specs

- [openapi](https://help.reevo.ai/api-reference/openapi.json)