#Manage customers and opportunities in Smart CRM

After opening Smart CRM, you can find customers, update contacts and opportunities available to you, and continue managing sales opportunities synced from TradePilot.

#Who this is for

This guide is for sales and customer-management members who need to work with customer companies, contacts, opportunities, and follow-up records.

#Open Smart CRM

Choose Smart CRM in the Tool Market, or open Smart CRM directly. After entering, confirm that the team and customer scope shown on the page match your current work.

If the page says that access is unavailable, do not create another account. Return to TradeGo AI, confirm the current team, and contact your team lead.

#Find and update a customer

In Smart CRM, you can:

1. Search for a customer company or contact.
2. Open the record and check the name, email, phone, and company details.
3. Review existing opportunities before creating another one for the same business.
4. Update confirmed customer details and the next action.
5. Return to the list and confirm that your changes were saved.

Enter only information confirmed by the customer or your team. For companies with similar names, use the website, email domain, and contact details to identify the right record.

#Continue from TradePilot

After syncing a TradePilot sales case, the case shows its connected CRM opportunity. Open Smart CRM to continue managing the customer. Use TradePilot for the inquiry, replies, quotation preparation, and follow-up; use Smart CRM for long-term customer and opportunity records.

#If a record is missing

Clear filters and search again, then confirm the current team. If a teammate can see the record but you cannot, send the customer name, required action, and team to your team lead so they can check whether you need access to that work.

#FAQ

#How do I open Smart CRM from TradeGo AI?

Choose Smart CRM in the Tool Market or open the Smart CRM entry directly; you will continue to the CRM workspace available to your account.

#Why can’t I open Smart CRM?

Confirm that your account is active and the current team is correct. If access still fails, ask your team lead whether Smart CRM has been made available to you.

#Why can’t I find a customer record mentioned by a teammate?

Customer and opportunity access can differ by responsibility. Check the search filters and current team, then ask your team lead to review your access if collaboration is required.