Expansion deal associated to original deal for pipeline lineage

Outcome. A new expansion deal is automatically linked back to the original deal that produced the account, so anyone opening either record can trace the full relationship history instead of piecing it together from memory.

Workflow map Enrollment, branches and actions at a glance renewal-expansion-038

flowchart TD
    A[Deal Type = Expansion, Original Deal ID known, not yet linked] --> B[Create association to original deal]
    B --> C{Association succeeded?}
    C -->|Yes| D[Set Lineage Linked = true]
    C -->|No| E[Notify owner: check Original Deal ID]

When to use it, when not to

• UseUse it whenever expansion, upsell, or cross-sell deals are created for an existing account and the team wants a direct record-to-record link back to the deal that first won the account, not just a shared company association.
• UseUse it as a companion to renewal-expansion-033, which is a common source of a first "original deal" reference on a newly converted account.
• SkipDo not use it if your reporting only ever needs the shared company association; a direct deal-to-deal link is worth building specifically when lineage needs to survive company merges or when several deals exist per company and a shared company link alone is not specific enough.
• SkipDo not use it if Original Deal ID is rarely populated in practice; an association workflow with mostly empty inputs adds workflow noise without much reporting value.