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Named Accounts

Named Accounts are the curated, specific companies your ABM programme is built around — a tenant-wide list, matched to leads automatically by email domain the moment they’re confirmed. A match boosts Rev’s priority call and shows up as coverage (who we planned for vs. who actually engaged) on the event dashboard. Mark your highest-stakes Named Accounts as Key Accounts and give them a short strategy brief. That unlocks Rev’s account-level Recommended Actions and cross-account signal flagging — see below. For the full guide — adding accounts, how matching works, what changes on a matched lead, and reading Named Account Coverage — see Qualification → Named Accounts.

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Key Accounts

Any Named Account can be marked a Key Account. Doing so, and authoring a strategy brief for it, unlocks two things a plain Named Account doesn’t get:
  • Recommended Actions — Rev’s own suggested next step for the account, reasoned against the strategy brief and the account’s recent leads, not just extracted from one conversation.
  • Cross-account signal flagging — if a conversation on one lead turns out to be about a different Key Account (a competitor, a vendor, a former employer, a partner), Rev flags it for review rather than letting it sit buried on the wrong lead’s notes.
Both are inference, not extraction, so they only run for Key Accounts that actually have a strategy brief written — an account flagged Key with no brief behaves like a plain Named Account until one is added.