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Upsell / Cross-Sell Sequences
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Workflow is OFF
Review and publish
⚠ Alerts
📊 Details
◎ Set goal
Actions
Settings
Goals
Changes
👥 Enroll
⚛ Test
More
▸ Show minimap
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50%
👤
Enrollment trigger
Enroll when a customer shows an
expansion signal
(filter criteria met).
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⚙ 1. If/then branch
Actions ▾
Branch on signal type
Visited upsell page
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☑ Set call task
Actions ▾
Discuss upsell, assign owner
END
Downloaded content
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☑ Set call task
Actions ▾
Cross-sell opportunities
END
Attended webinar
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☑ Set call task
Actions ▾
Follow up on webinar topics
END
Filled out form
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☑ Set call task
Actions ▾
Follow up on form fillout
END
Surfaces expansion signals and routes them to the owner.