RevOps Knowledge Hub

Comprehensive Guide to Opportunities, Contracts, Order Forms & Processes

6
Opportunity Types
8
Contract Documents
25+
Key Processes
50+
Definitions

Explore by Category

Click any category to dive deep into specific topics

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Opportunity Types

6 types: New, Upsell-IO, Upsell-New Term, Amendment, Renewal, Consulting

Core Knowledge
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Order Forms & Contracts

OF, IO, MSA/ESA, Legos, Amendments, and signature requirements

Legal Docs
⚖️

Business Rules

When to use each opp type, approval requirements, critical distinctions

Decision Framework
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SFDC Field Definitions

ACV, MRR, Base MRR, Amended Contract, Primary Quote, and more

Technical
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Key Processes

Step-by-step workflows for IOs, New Terms, Amendments, Renewals

How-To Guides
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Ironclad Workflows

Contract generation, signatures, archiving, and workflow management

Contract Ops

Quick Decision Tree

Need to add products mid-term?

→ Use Upsell - Insertion Order

Creates IO, increases MRR, co-terms with existing contract

Need to remove/swap products?

→ Use Amendment

$0 or negative MRR change, modifies existing contract

Need to change partner or plan type?

→ Use Upsell - New Term

Terminates and replaces contract, requires Contracts approval

Contract ending soon?

→ Use Renewal

New term at contract end, can be as-is or with changes