Step 2: Enrich your target account lists

In this guide, we'll show you how to leverage the 'Lists' feature to enrich your target accounts.

Step 1: Navigate to Tools > Lists on the left navigation panel

Step 2: Click on Import and Enrich

Step 3: Next, Choose the List Type i.e Accounts or Developers and upload your file. Then, click on Next.

Step 4: Choose the column in your list that contains the company domain/website. This is mandatory for import success.

Click on Next.

Step 5: Map the columns in your file to a field type and turn on the import status toggle on for the columns you want to import. Then, click on Next.

Step 6: Add List Details like the List Name and Description.

Step 7: Select how you want to import your list.

a. Import only accounts already in Reo: Imports accounts that are already tracked in Reo. Any new accounts tracked in Reo in the future are automatically added. This option does not consume any credits.

b. Import all accounts; Enrich those not in Reo: Imports all accounts from your list, including those that aren't tracked on Reo. Accounts not already tracked in Reo are enriched with technographic insights. Note: This option consumes 3 credits per account for each account not already in Reo.

Click Save Changes to Continue.

You will receive an email notification once the import is complete, and the list will be available in the Lists panel under "My Lists."

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