Creating Expansion Opportunities

You can create Expansion Opportunities using:

  • The Create Expansion Opportunity action in the Actions panel available on record pages, if your administrator has added the Actions panel to the page.

  • The New list view button in the Expansion Opportunities tab.

Creating Expansion Opportunities from the Customer Success Management Workspace or from a Record Page

To create an expansion opportunity from the Actions panel on a record page:

  1. In the Actions panel, click Create Expansion Opportunity.
  2. Enter a name for the expansion opportunity.
  3. [Optional] Update the expansion opportunity owner. This is automatically populated with the currently logged in user.
  4. [Optional] Select or update the account associated with the expansion opportunity. This is automatically populated with the account when accessing the window from an account record page.
  5. [Optional] Select the products you want to associate with the expansion opportunity. Associating a product with an expansion opportunity creates an expansion opportunity product record.
  6. [Optional] Select the success plan you want to associate with the expansion opportunity. This is automatically populated with the success plan when accessing the window from a success plan record page.
  7. [Optional] Select the objective you want to associate with the expansion opportunity. This is automatically populated with the objective when accessing the window from an objective record page.
  8. [Optional] Update the status for the expansion opportunity.
  9. [Optional] Enter the predicted value of the expansion opportunity.
  10. [Optional] Enter a description for the expansion opportunity.
  11. Click Create.

Creating Expansion Opportunities from the Expansion Opportunities Tab

To create an expansion opportunity from the Expansion Opportunities tab:

  1. On the Expansion Opportunity tab, click New.
  2. Enter a name for the expansion opportunity
  3. [Optional] Select an expansion opportunity owner.
  4. [Optional] Select the account associated with the expansion opportunity.
  5. [Optional] Select the success plan you want to associate with the expansion opportunity.
  6. [Optional] Select the objective you want to associate with the expansion opportunity.
  7. [Optional] Update the status for the expansion opportunity.
  8. [Optional] Enter the predicted value of the expansion opportunity.
  9. [Optional] Enter a description for the expansion opportunity.
  10. Click Save.