Pipeline management in Reevo CRM allows you to create, customize, and manage sales pipelines. A key feature of our system is the ability to support multiple pipelines, enabling organizations to tailor their sales processes for different products, services, or customer segments.
Pipeline - A pipeline in Reevo CRM represents your sales process from start to finish. It’s made up of key components that help you track and manage opportunities through every stage.
Sales Stages - These are the steps your team follows to move an opportunity forward—such as Qualification, Proposal, or Negotiation. You can customize these stages to match your specific sales process.
Outcomes- The final result of an opportunity. There are two possible outcomes:
Closed – Won: The deal was successful.
Closed – Lost: The deal did not close successfully.
Closed Reasons - These are customizable explanations for why a deal was won or lost. When an opportunity is closed, you’ll select a reason that aligns with the outcome. This helps your team track trends and improve future performance.
Note: Only one pipeline can be set as default at a time. When you are creating a new opportunity, the default pipeline will be selected.Manage reasons for closed lost opportunitiesEach pipeline has its own set of closed reasons for won and lost deals:
Go to the Pipeline Settings page
Select the pipeline you want to edit
Find the “Outcomes” section
Select either “Closed Won” or “Closed Lost”
Add, edit, or remove reasons for won and lost deals
Deactivate a pipeline
Go to the Pipeline Settings page
Find the pipeline you want to deactivate
Click the “Deactivate” option
Confirm the action when prompted
Deactivated pipelines won’t be available for new opportunities but will still be visible for reporting purposes.View opportunities in a specific pipeline
Go to the Opportunities list view
Use the pipeline filter to select the desired pipeline
The list will update to show only opportunities in the selected pipeline
Can I move an opportunity between pipelines?Currently, Reevo CRM does not support moving an opportunity from one pipeline to another. Each opportunity remains in the pipeline it was created in.Can I create a custom view for a specific pipeline?Yes, you can save custom views for specific pipelines:
Apply the desired filters, including the pipeline filter
Click “Save View”
Name your custom view and save it
You can access this custom view later for quick access to opportunities in that pipeline.How does supporting multiple pipelines benefit my organization?Supporting multiple pipelines allows you to:
Create distinct sales processes for different products or services
Tailor pipelines for various customer segments or markets
Manage complex sales cycles with different stages and probabilities
Improve reporting and forecasting accuracy by separating different types of sales processes