Expand deals
Expand deals
Expand is used for growth opportunities inside existing relationships. It keeps the familiar Deals table pattern, but the stage cards describe expansion progress instead of first-sale progress.
Expand overview
Image guide: The Expand view keeps the same table controls: stage cards, filters, search, editable rows, and pagination. The difference is the meaning of the stages.
Expansion Potential
Image guide: Expansion Potential means there may be growth opportunity, but it still needs validation. Use the table to check account, owner, PIF, value, and next timing.
Expansion Identified
Image guide: Expansion Identified means a more specific growth opportunity has been found. Users should inspect owner, probability, and close date before deciding next action.
Expansion Activated
Image guide: Expansion Activated means the growth motion is active. These deals should be checked closely for ownership, stage accuracy, probability, and recent updates.
How to review Expand
- Confirm the user is looking for growth work, not first-sale Land pipeline.
- Read all expansion stage cards from left to right.
- Use Quick Search for a known account or deal name.
- Use Filter if the user needs owner, location, stage, probability, PIF, or activation-point narrowing.
- Review the matching table rows before updating anything.