#Develop potential buyers with TradePilot

TradePilot turns customs data, lead files, and connected conversations into a source-backed potential-customer pool, then guides each buyer through review, outreach, reply handling, follow-up, and CRM handoff.

#Who this is for

This guide is for B2B sales and export teams that need to turn raw buyer signals into an organized development process without losing the original source evidence.

#Open the four TradePilot areas

Area	Use it for
Today	See which potential buyers need attention, why they matter now, and the next action
Development accounts	Search and filter the complete potential-customer pool, review status and source coverage, and open a buyer workspace
Import history	Check source files, field mapping, new and merged records, duplicate review, and failed rows
Buyer workspace	Review one buyer’s profile, evidence, timeline, messages, tasks, and current development action

The TradePilot navigation item opens Today so you can begin with the most important pending action.

#Add potential buyers

1. Open Today, Development accounts, or Import history.
2. Select Add potential customers.
3. Choose customs data, the WhatsApp translation companion, or another lead import.
4. Complete the selected source flow without inventing unknown fields.
5. Review Import history to see which rows were added, merged, sent for duplicate review, or rejected.

Exact stable identifiers may merge automatically. Company-name or contact-name similarities remain separate until a user confirms whether the records belong together.

#Review the source-backed buyer profile

New buyers can enter a pending-cleaning or needs-review state. Open Review buyer and compare suggested values with the visible source records.

• Confirm only values supported by the source or by information your team has independently verified.
• Keep unknown country, product, contact, or company details marked as unknown.
• Resolve duplicate candidates before developing the wrong account.
• Add AI cleaning suggestions only after reviewing the form; preparing suggestions does not confirm them automatically.

Once the profile is confirmed, TradePilot can place the buyer into the appropriate development queue.

#Work from Today

Today prioritizes accounts that need review, contact details, first outreach, reply review, follow-up, or CRM preparation. Use the available filters when you need to focus on one queue, status, or priority.

Select the main action on a row to continue the buyer. The action changes with the account and may ask you to review the profile, start development, follow up, wait for a reply, review a new message, generate a draft, or prepare a CRM handoff.

#Continue in the buyer workspace

The workspace keeps the active buyer and its evidence together. Depending on the buyer’s stage and available connections, you can:

• Review company, country, product, purchase, and contact evidence.
• Set development priority and the next action.
• Prepare or review outreach and reply drafts.
• Sync mailbox replies or review WhatsApp conversation evidence.
• Record tasks and follow-up timing.
• Prepare quotation context when the customer request supports it.
• Review qualification before transferring the buyer to Smart CRM.

Review every customer-facing message before sending it. Sending availability depends on a verified connection and the action shown in the current workspace.

#Prepare the CRM handoff

Move a buyer to Smart CRM only after the record is qualified for ongoing management. Before transfer, check the company identity, contact details, opportunity context, source evidence, and next action.

The handoff creates or updates the appropriate CRM records and keeps the connection visible from TradePilot. Continue long-term opportunity, task, and note management in CRM rather than maintaining two independent customer records.

#Check permissions and billing

TradePilot requires the current team to have TradePilot access and the user role to have the corresponding permission. Some AI actions can use credits; check the confirmation or billing information shown before running an action.

If TradePilot is missing or locked, record the exact page and permission problem for your team lead. Do not import the same buyer into another account as a workaround.

#FAQ

#Which sources can create potential buyers in TradePilot?

The current entry choices are customs data, another supported lead import, and the WhatsApp translation companion. Each source keeps its original evidence before entering the same development account pool.

#Why must I review a buyer before starting outreach?

Imported records can be incomplete, duplicated, or conflicting. TradePilot keeps unknown fields visible and asks a user to confirm the supported profile before development begins.

#When should a buyer move to Smart CRM?

Prepare a CRM handoff after the buyer is qualified and the company, contact, opportunity context, and next action are ready for ongoing sales management.