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Overview

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.

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Basic concepts & terminology

  • 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.

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Where to find it

  1. Click on settings in the lower left corner
  2. Click on opportunities in the left-hand menu
  3. You will now see pipeline configuration and object configuration

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How to

Create a new pipeline

  1. Go to the Pipeline Settings page
  2. Click “Create Pipeline”
  3. Enter a display name for the pipeline
  4. Add/remove deal stages for the pipeline
  5. The new pipeline will be created with default stages and set as inactive

Customize the stages in a pipeline

You can add, remove, and reorder stages in each pipeline. Use the pipeline stage management interface to:

  • Add new stages
  • Edit existing stages (color, name, description expected days)
  • Reorder stages by dragging and dropping
  • Delete and remap unnecessary stages
  • Set up stage criteria

Set a pipeline as default

  1. Go to the Pipeline Settings page
  2. Select the pipeline you want to set as default
  3. Click the “Set as default” option
  4. Confirm the action when prompted

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 opportunities

Each pipeline has its own set of closed reasons for won and lost deals:

  1. Go to the Pipeline Settings page
  2. Select the pipeline you want to edit
  3. Find the “Outcomes” section
  4. Select either “Closed Won” or “Closed Lost”
  5. Add, edit, or remove reasons for won and lost deals

Deactivate a pipeline

  1. Go to the Pipeline Settings page
  2. Find the pipeline you want to deactivate
  3. Click the “Deactivate” option
  4. 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

  1. Go to the Opportunities list view
  2. Use the pipeline filter to select the desired pipeline
  3. The list will update to show only opportunities in the selected pipeline

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FAQs

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:

  1. Apply the desired filters, including the pipeline filter
  2. Click “Save View”
  3. 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