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
Activity Timestamps
Reevo automatically tracks the last time your team reached out to an opportunity’s contacts — and the last time those contacts engaged back. These timestamps appear in the Activity timestamps section of the opportunity’s Overview tab and update automatically as activity is logged. There are 8 fields in total, split into two groups. Engagement fields reflect activity initiated by the contact:| Field | What it tracks |
|---|---|
| Last engaged at | The most recent timestamp across the three engagement fields below |
| Last engaged meeting | Last time a contact set a meeting with a user, or attended a meeting a user invited them to |
| Last inbound call | Last time a contact called a user and the user picked up |
| Last inbound email | Last time a contact sent an email to a user |
| Field | What it tracks |
|---|---|
| Last outreach at | The most recent timestamp across the three outreach fields below |
| Last attempted meeting | Last time a user set a meeting with a contact |
| Last outbound call | Last time a user called a contact and the call went through — includes voicemails, but not unanswered or failed attempts |
| Last outbound email | Last time a user sent an email to a contact that was successfully delivered |
Troubleshooting / FAQs
What is the difference between Last Engaged At and Last Outreach At?
What is the difference between Last Engaged At and Last Outreach At?
These fields track activity from opposite directions. Last Engaged At reflects the last time a contact on this opportunity initiated activity toward your team — a signal of interest or intent. Last Outreach At reflects the last time your team successfully reached a contact on this opportunity — confirming contact info is still valid and reachable. Together they give a complete picture of two-way communication.
Does Last Outbound Call include voicemails?
Does Last Outbound Call include voicemails?
Yes. An outbound call counts if its status is Completed or Voicemail Left — both indicate the call successfully reached the contact. Calls that result in No Answer, Busy, Canceled, or Failed are not counted.
Does Last Inbound Email count email opens or clicks?
Does Last Inbound Email count email opens or clicks?
No. Only emails actually sent by a contact to a user are counted. Opens and clicks are not included.
Can I filter or sort my opportunity list by activity timestamp fields?
Can I filter or sort my opportunity list by activity timestamp fields?
Yes. All 8 activity timestamp fields are available as filter and sort options in opportunity list views. For example, sort by Last Engaged At to surface deals with the most recent inbound activity, or filter for opportunities where Last Outreach At is older than 14 days to identify deals going cold.
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