# What's the best way to manage crossell opportunities on planhat?

I'm struggling with that, how do you do it?

##### Post Metadata
- Posted at: over 5 years ago
- Author title: Customer Success Manager
- Net upvotes: 1


## Comments
### Comment 1

Hi Pedro,

Thanks for your question!

There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can be set up based on usage, conversations, or other data to notify the CSM or AM for cross-selling opportunities. In Planhat's opportunity module you can also manage your expansion pipeline and forecast, providing visibility for different stakeholders whether the CSM, AM or Execs and can further use it to manage CSQLs.

Finally, in the Customer Intelligence module you can track opportunity outcomes and insights and in the Revenue module you can roll your expansion opportunity forecasts into your net retention and ARR forecast.

Please feel to reach out to your CSM to learn more about how to manage cross-sell opportunities :)

##### Comment Metadata
- Posted at: over 5 years ago
- Author title: Planhat




## Related Product
[Planhat](https://www.g2.com/products/planhat/reviews)

## Related Category
[Customer Success](https://www.g2.com/categories/customer-success)

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