Cross-Sell Opportunities

The Cross-Sell Opportunities section on the Growth Tools → Territory page surfaces customers whose properties look like good candidates for services they have not purchased yet — informed by Property Intelligence and your service catalog.

Requirements

• Property Intelligence on your plan.
• Appropriate Marketing permissions for viewing growth tools.

How to use it

Review suggested accounts, open the customer or property record, and create an estimate or campaign follow-up. Pair with Territory & Opportunity Maps for geographic context.

Related

• Property Intelligence
• Territory & Opportunity Maps
• Service Intelligence