Customize Pipeline Stages

Customizing your sales pipeline in Reevo ensures that each stage of your sales process is clearly defined and aligned with your business needs. By editing stage names and adding custom details, you can create a pipeline that helps your team track opportunities more effectively and close deals faster.

Step-by-Step Instructions

1. Navigate to the Settings > CRM > Opportunities module

Select the pipeline you want to customize.

2. Open the configuration options

Click the (+) sign to open the field configuration options where you’ll have the option to create your custom prospect or deal stages.

3. Customize Fields

Add a name, description and adjust any other available custom settings as needed to clearly define each stage.

Best Practices

Keep stage names simple and clear: Use short, descriptive labels like Prospecting, Qualified, or Negotiation.

Match stages to your actual sales process: Align each stage with the real steps your team follows to ensure consistency.

Use descriptions for clarity: Add short notes to explain what qualifies an opportunity to move to the next stage.

Limit the number of stages: Too many stages can create unnecessary complexity. Keep only the essential steps.

Review and refine regularly: Periodically assess if your pipeline stages still reflect your current sales process.