#Use the TradePilot buyer workspace

The TradePilot buyer workspace keeps one potential buyer’s profile, evidence, activity, messages, tasks, and next action in a single development view.

#Who this is for

Use this guide when you are actively reviewing or developing one buyer and need the complete context before taking the next action.

#Open a buyer workspace

Open a buyer from Today or Development accounts. The workspace heading names the active buyer and shows the next action.

Use the account list to change buyers. Review the profile and source evidence before acting, especially when the company, country, products, or contact details are incomplete.

#Follow the next action

TradePilot changes the main actions as the buyer progresses. A buyer may need profile or duplicate review, missing contact details, first outreach, customer reply review, a reply draft, follow-up, CRM qualification, or CRM transfer.

Do not skip confirmation steps by changing unrelated fields. The timeline should show what actually happened and what the user confirmed.

#Record outreach and replies accurately

When using Record outreach, select the real channel, sent time, subject when applicable, message sent, and optional follow-up time. The confirmation means the message was already sent externally; recording it does not send it.

When using Record customer reply, save the customer’s exact wording and the real received time. Keep requirements and objections separate from assumptions. You can then review the supported analysis and decide the next action.

#Manage follow-up and account state

Create a due time and clear next action for follow-up. Pause or stop development only when that accurately represents the team’s decision. Mark an account not a fit with a reason so it leaves the active queue without erasing its evidence.

When a real customer signal exists, prepare CRM handoff. Transfer only after reviewing the company, contact, opportunity, source references, and development summary.

#FAQ

#Why do the available workspace actions change?

TradePilot shows actions that match the buyer’s confirmed status and next step, so profile review, outreach, reply handling, qualification, and transfer are not performed out of order.

#Does recording outreach send the message?

No. The record-outreach flow is for a message already sent through an external channel. Confirm delivery only after the real send is complete.

#Should I manage the same opportunity in TradePilot and CRM?

Use TradePilot for development and evidence before handoff. After transfer, use Smart CRM for ongoing opportunity management while keeping the TradePilot timeline as development history.