> ## Documentation Index
> Fetch the complete documentation index at: https://help.reevo.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Opportunities
> Opportunities represent potential or active revenue-generating deals. Each opportunity tracks the lifecycle of a sales motion — including deal stage, value, timelines, and involved stakeholders — so your team can manage pipeline, forecast revenue, and drive deals to close.
# 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](https://help.reevo.ai/CRM-configurations/Custom-Fields) to learn how to add or edit opportunity-specific attributes.
# 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.
# Step by Step Guide
### 1. Creating and Managing 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.
### 2. 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
### 3. 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
### 4. 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
### 5. 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
***
# 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 |
**Outreach fields** reflect activity initiated by your team:
| 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
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](https://help.reevo.ai/CRM-configurations/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.
> Still have questions? [Sign in](https://reevo.ai/) and use AskReevo for instant answers or to raise a support ticket.