01 · CONTROLLED HANDOFF
Moving a trade-show enquiry into sampling
01
A business card and the note taken at the stand become a record, with product family and estimated volume filled in.
02
AI drafts a reply from your product knowledge base; the sales engineer asks for the missing technical details and sends it.
03
The drawing the buyer sends is attached to the record with its revision number, and a technical review task opens.
04
Once review is done, a quotation version is prepared and shared through a buyer-specific link.
05
If the buyer asks for a sample, the record moves to the Sample stage and preparation and shipping tasks get owners.