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Create expansion opportunity record from tenant payment adoption signals

Create expansion opportunity record from tenant payment adoption signals

Your tenant payment adoption signals often become untracked upsell opportunities, delaying CSM prioritization. New expansion records let your CSMs prioritize outreach and capture opportunities same day.

Create expansion opportunity record from tenant payment adoption signals

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Overview

Unrecorded adoption signals become missed upsell moments and slow your CSMs. This workflow captures each adoption signal as an expansion record and surfaces it to CSM queues, enabling outreach and revenue capture the same day.

Create expansion opportunity record from tenant payment adoption signals