Managing CRM Owners in Reo.Dev

For organizations where multiple sales representatives—such as SDRs and AEs—use Reo.Dev simultaneously, lead ownership can sometimes become unclear, leading to outreach conflicts and inefficiencies. To address this, Reo.Dev offers robust solutions to segregate and manage leads effectively.

By leveraging the CRM Account owner feature or Custom List Uploads, you can ensure clear ownership and seamless lead management, allowing your team to focus on personalized and conflict-free outreach.

This guide outlines two ways to manage CRM Owners within Reo.Dev:

1. Using the CRM Account Owner filter in segment creation.

2. Uploading custom lists for each salesperson and creating segments.

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Solution 1: Creating a Segment Using the CRM Account Owner Filter

The CRM Account Owner filter allows you to segment leads directly based on ownership within your connected CRM. This ensures that each salesperson only accesses the leads assigned to them.

Steps:

1. Navigate to the Segments tab in Reo.Dev.

2. Click on Create New > Accounts

3. Select the filter CRM Account owner under Account > Source

1. Choose the names of the sales representatives whose leads should be included in the segment (e.g., "John Doe".)

1. Add additional filters (e.g., ICP Fit Score) to refine the segment further

2. Click on Save & Exit to save the segment

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Solution 2: Uploading Custom Lists for Each Salesperson

If you prefer to manage lead ownership manually, you can upload custom lists for each salesperson and then create segments from those lists.

Steps:

1. Prepare a CSV file containing the leads for each salesperson.

2. Navigate to the Lists section in Reo.Dev.

3. Click on Import and select the appropriate CSV file.

   • Assign a clear, descriptive name to each list (e.g., "US ICP Leads for John Doe").

Resource: Here's a detailed guide on how to upload lists

1. Once uploaded, create a new segment:

   1. Navigate to the Segments tab in Reo.Dev.

   2. Click on Create New > Accounts

   3. Select the filter Lists under Account > Source and choose the list you uploaded in Step 3.

   You can also add additional filters (e.g., activity type or ICP fit score) to refine the segment.

   

d. Save and share the segment with the assigned salesperson.

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Summary

Managing lead ownership in teams with multiple sales representatives is critical for effective and conflict-free prospecting. Reo.Dev offers two straightforward methods to ensure clarity:

• Use the CRM Account Owner filter to segregate leads based on CRM-assigned ownership.

• Upload Custom Lists to assign leads to individual sales team members manually.

By implementing these strategies, your team can optimize outreach efforts, prevent overlap, and maintain a streamlined sales process.