Setting up your pipeline

Your pipeline defines the stages deals move through from first contact to closed. Revian comes with a default pipeline that you can customize to match your sales process.

Default pipeline stages

Revian starts with these stages:

Customizing stages

Creating multiple pipelines

If you have different sales processes (e.g., new business vs. renewals), you can create separate pipelines.

1. Go to Settings > Pipelines
2. Click Create Pipeline
3. Enter a name (e.g., "Enterprise Sales" or "Renewals")
4. Add and customize stages
5. Click Save

When creating deals, you'll choose which pipeline they belong to.

Setting up automation

Automate actions when deals move between stages. Common automations include:

• Send notification - Alert a team member when a deal reaches a stage
• Create task - Auto-create follow-up tasks
• Update field - Set deal properties automatically
• Start sequence - Enroll the contact in an email sequence

Creating an automation

1. In pipeline settings, click the ... menu on a stage
2. Select Add Automation
3. Choose the trigger: "When deal enters this stage"
4. Select the action (notify, create task, etc.)
5. Configure the action details
6. Click Save

Example automations

• Deal enters Proposal → Notify sales manager
• Deal enters Negotiation → Create task "Send contract"
• Deal enters Closed Won → Start onboarding sequence
• Deal enters Closed Lost → Create task "Log lost reason"

AI-powered stage updates

Revian's AI can automatically move deals between stages based on activity:

• Call scheduled → Move to Discovery
• Demo completed → Move to Proposal
• Contract sent → Move to Negotiation
• Contract signed → Move to Closed Won

To enable this:

1. Go to Settings > AI
2. Toggle on Auto-update deal stages
3. Review the suggested mappings and adjust if needed