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Understanding Opportunities in Reevo

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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
Opportunities serve as the central record for deal execution, ensuring the entire GTM team has the same context and visibility.

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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.

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How to Manage Your Pipeline

Reevo supports multiple pipelines, so you can model distinct sales motions side by side (for example, separate pipelines for new business, PLG, and partnerships). Each pipeline has its own stages, stage criteria, forecast defaults, and closed-won / closed-lost reasons. Every opportunity belongs to one pipeline at a time, and one pipeline is set as the default for new opportunities. This short video walks you through how to customize and manage your opportunity pipelines in Reevo.

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Step by Step Guide

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1. Understand Pipeline Stage Sections

Every pipeline organizes its stages into three sections. Understanding these helps when you configure stages and forecast settings in the steps below.
Forecast progression across stagesEach stage can have a default closing probability (%) and a default forecast category. When these are set for Deal stages (not Prospect), they cannot decrease as stages move forward in the pipeline: a later stage’s closing probability cannot be lower than an earlier stage’s, and its forecast category cannot rank lower. Early prospecting stages that are not yet part of active deal progression can be left at 0% or assigned a non-progressing forecast category such as Omitted; these are skipped and do not need to follow the increasing order.

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2. Create and Manage Pipelines

  • Open Settings → Opportunities → Pipelines
  • Click Create pipeline, enter a display name, and adjust the starting stages
  • New pipelines are created with a set of default stages. Open a pipeline’s ellipsis (…) → Edit stages to customize them, or Customize record creation to control what is captured when a deal is created in that pipeline
  • Use the pipeline’s action menu to Set as default (the default pipeline is pre-selected on new opportunities), or to Activate / Deactivate a pipeline
  • Deactivated pipelines are not available for new opportunities but remain visible for reporting
Note: Only one pipeline can be the default at a time.

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3. Customizing Pipeline Stage Names

  • Open Settings → Opportunities → Pipelines, then open the pipeline you want to edit
  • Click the ellipsis (…) next to a stage to rename it
  • Click Add stage to create a new one
  • Drag and drop to reorder stages

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4. 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

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5. Customizing Pipeline Stage Criteria

  • Select a pipeline stage
  • Click Add criteria
Option 1: Create custom rules
  • 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
Option 2: Use the Criteria Library
  • 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
Library criteria fall into two types, and neither has a manual check-off:
  • Information-Based Criteria (e.g. Document Decision Criteria, Identify Champions): satisfied when the relevant CRM field is filled in.
  • Sales Action-Based Criteria (e.g. Probe Timing, Share Pricing Information): satisfied when a meeting or email is tagged with the matching Activity Intent.
If no meeting or email has the matching Activity Intent tagged yet, the criteria detail view shows a prompt to schedule a meeting or log the activity instead of a checkbox. This is expected behavior for Sales Action-Based criteria, not a bug.
Sales Action-Based Criteria reference To tag an activity, open the meeting or email record and set its Activity Intent (for example, “Probing Timing” or “Pricing Sharing”). Reevo also suggests intents based on content; click Accept to apply them. Additional options
  • 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

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6. 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
Notes
  • Auto-shift only works when required criteria are enabled
  • Reps can still move opportunities manually if needed

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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: Outreach fields reflect activity initiated by your team:

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Troubleshooting / FAQs

Yes. Reevo supports multiple pipelines, each with its own stages, stage criteria, forecast defaults, and closed-won / closed-lost reasons. Create and manage them under Settings > Opportunities > Pipelines. Each opportunity belongs to one pipeline at a time, and you can set one pipeline as the default for new deals.
No. Fields and custom fields are defined at the object level, so they apply to all Opportunities regardless of pipeline. Pipelines differ by their stages, criteria, and forecast settings, not by their field set. To learn how to add fields, see Create and Manage Custom Fields.
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.
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.
No. Only emails actually sent by a contact to a user are counted. Opens and clicks are not included.
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.
That criterion is Sales Action-Based. It only satisfies once a meeting or email is tagged with the matching Activity Intent. The prompt appears when no qualifying activity exists yet, not because the feature is broken.
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