Skip to main content 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
Opportunities serve as the central record for deal execution, ensuring the entire GTM team has the same context and visibility.
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
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
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
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
Notes
Auto-shift only works when required criteria are enabled
Reps can still move opportunities manually if needed
Still have questions? Reach out to our support team here