Understanding Opportunities in Reevo
What Opportunities Are Used For
Opportunities help your team:- Track and manage each deal from discovery through close
- Forecast revenue based on deal stage, amount, and close date
- Coordinate activity across sales, success, and operations
- Understand who is involved in the deal (contacts and account stakeholders)
- Identify bottlenecks and improve sales velocity and conversion
Standard and Custom Fields
Reevo includes standard fields on every Opportunity (e.g., Stage, Owner, etc.). You can also configure custom fields to capture additional context that supports your GTM process. See Create and Manage Custom Fields to learn how to add or edit opportunity-specific attributes.How to Manage Your Pipeline
This short video walks you through how to customize and manage your opportunity pipeline in Reevo.Step by Step Guide
1. Customizing Pipeline Stage Names
- Open Settings → Opportunities → Pipeline
- Click the ellipsis (…) next to a stage to rename it
- Click Add stage to create a new one
- Drag and drop to reorder stages
2. Deleting and Remapping Pipeline Stage Names
- Click the ellipsis (…) next to a stage and select Delete
- Choose a replacement stage to move existing opportunities into
- Confirm to remove the stage and remap deals
3. Customizing Pipeline Stage Criteria
- Select a pipeline stage
- Click Add criteria
- Choose a field (e.g., Opportunity field, Account field, Contact field)
- Select a condition (e.g., equals, contains, greater than)
- Enter the required value
- Add multiple conditions as needed to enforce your sales process
- Browse pre-built criteria powered by Conversation Intelligence (CI)
- Select items like Budget identified, Decision maker noted, or Solution fit documented
- CI automatically checks your calls, notes, and emails to verify the criteria are met
- Toggle Required to prevent stage advancement until criteria are satisfied
- Combine custom rules + library criteria for flexibility
- Save to apply the criteria to the stage
4. Auto-Shifting Opportunities
Auto-shift automatically moves opportunities to the next stage once criteria are met.- Toggle Auto shift on for the stage
- When all required criteria are satisfied, the opp will automatically advance
- Helps keep your pipeline clean and up-to-date without manual updates
- Auto-shift only works when required criteria are enabled
- Reps can still move opportunities manually if needed
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