SECTIONSIdentifying Expansion Opportunities
You can identify cross-sell expansion opportunity work suggestions for an account directly from account record pages, which:
- Evaluates the account's industry, annual revenue, and billing country against an expansion opportunity-type CS policy template
- Saves any suggested expansion opportunities as work suggestions that you can review and act on.
For more information, see AI Actions Overview.
To identify expansion opportunities for an account:
- Open the account record page and locate the AI Actions card.
- In the Identify Expansion Opportunities section, click Run. You are notified when expansion opportunities have been identified. The new work suggestions are displayed in the Work Suggestions tab on the account record page.
- [Optional] To act on a generated work suggestion, click Generate Expansion Opportunity on the suggestion. For more information, see Creating Expansion Opportunities.