Connect messages and opportunities
Use a message center and opportunity board to review conversation context, the current stage and follow-up tasks.
TRADE WORKSPACE
From an inquiry to a clear next step.
Connect messages, opportunities, customer records and quotations in one flow, starting with how information moves.
The starting point
Start with the work.
Trade workspace
Conversations, opportunity stages and quotation documents sit in separate places. A salesperson has to switch between them to decide what happens next. The design starts with where an inquiry enters, who reviews it and how information is handed over.
The approach
Make the workflow clear.
Keep records and quotations in context
Connect customer filters, record views and quotation screens in a continuous path.
Keep decisions with the salesperson
Define required fields and approval points before assessing live mailbox, model and business-system connections.
Project status
What the materials show.
Recorded screens show opportunity views, customer filters, quotation screens and reply interactions. They support discussion of interface and workflow organization.