Reo Digest

Reo Digest gives you a curated list of high-intent account and leads straight into your inbox. This guide explains how you can configure your preferecnes to get personalized account and lead recommendations in your email digest.

Step 1: Go to Settings >Configurations. Under the Reo Digest card, click on Configure.

Step 2: Turn on the toggle 'Send me biweekly email digests of top accounts and leads'. Once enabled, you can define the criteria Reo will use to recommend relevant accounts and leads.

Step 3: Set up account Preferences: Click on Add Preferences

Here you can set up the following preferences:

• Account Attributes: Specify location and employee range preferences

• Custom Attributes: Choose a list or segment to get recommendations for accounts within that segment/list

• CRM Attribute: Select CRM owner or deal stage. (Eg you want to get recommendations for acocunts assigned to your in your CRM or accounts at a specific deal stage)

Step 4: Set up lead preferences

Here are 2 options:

• Recommend leads based on account preferences - Select this to get recommendations for leads based on the account preferences set up in the previous step.

• To set up different preferences for leads, select the 'Setup different preferences for leads' option. Then click on add preference.

Here you can set up:

• Lead Attributes - Specify the location

• Custom Attributes - Choose a list or segment to get recommendations for leads within those segment/list

Step 5: Save your preferences

Click Save to start receiving your personalized digest.

To stop receiving emails at any time, simply turn off the digest toggle.