Deal stages and automation

Deal stages define the journey from initial opportunity to closed business. Revian comes with a standard pipeline that you can customize, plus automation features that keep your pipeline accurate without manual data entry.

Default pipeline stages

Every new Revian account starts with a proven sales pipeline:

The percentages represent win probability and are used in weighted pipeline calculations for forecasting.

Customizing stages

Admins can modify the pipeline to match your sales process. Go to Settings > Pipeline to:

• Rename stages - Use terminology that matches your team's language
• Add stages - Insert new stages where your process needs them
• Remove stages - Delete stages you do not use (existing deals will need reassignment)
• Reorder stages - Drag stages to change their sequence
• Set colors - Assign colors for visual identification in the pipeline view
• Adjust probabilities - Set win percentages based on your historical data

You can also mark certain stages as requiring specific fields. For example, require a "Decision Maker" contact before a deal can move to Proposal.

AI-powered stage updates

Revian's AI listens to your calls and can automatically suggest or apply stage changes based on what was discussed. This keeps your pipeline current without manual updates.

AI stage suggestions are triggered by conversation signals like:

• Budget discussions moving deals to Qualified
• Demo requests moving deals to Discovery
• Pricing conversations moving deals to Proposal
• Contract discussions moving deals to Negotiation
• Verbal commitments moving deals to Closed Won
• Clear rejections moving deals to Closed Lost

Manual stage changes

You can always update stages manually:

• Drag the deal card in board view
• Click the stage field in list view or the deal record
• Ask the AI: "Move the Acme deal to Negotiation"

Every stage change is logged in the deal's activity timeline with a timestamp and the user or system that made the change.

Stage triggers and automations

Set up automations that fire when deals enter or exit specific stages:

Create automations in Settings > Automations. Choose the trigger (stage entry, exit, or duration), conditions (deal type, amount threshold), and actions (tasks, notifications, emails, field updates).

Multiple pipelines

Some businesses need different pipelines for different deal types. Revian supports multiple pipelines for scenarios like:

• New business vs. Renewal pipelines with different stages
• SMB vs. Enterprise pipelines with different processes
• Product A vs. Product B pipelines for distinct offerings
• Region-specific pipelines for different markets

When creating a deal, select which pipeline it belongs to. Each pipeline has its own stages, probabilities, and automations. Reports can show data for individual pipelines or across all pipelines combined.