#Transfer a qualified TradePilot buyer to CRM

TradePilot transfers a qualified buyer to TradeGo CRM only after a user confirms the customer signal, handoff summary, and target company, contact, and opportunity records.

#Who this is for

Use this guide when a developed buyer has shown a real customer signal and is ready for ongoing company, contact, opportunity, task, and note management in Smart CRM.

#Connect TradeGo CRM with APP permission

1. Open TradePilot and select Connect applications.
2. In the CRM section, select Connect TradeGo CRM.
3. Confirm the connection.
4. Return to the buyer workspace after the success message.

You do not create, copy, or paste a CRM Token. TradePilot uses the current APP user, team, and permission to create or refresh the internal connection. If access fails, confirm that the current team is allowed to use TradePilot and Smart CRM.

#Confirm that the buyer is ready

Select Prepare CRM handoff and record the observed customer signal. Supported choices include a customer reply, expressed interest, shared requirements, meeting request, or quotation request.

Explain why the account is ready using the exact signal or your direct customer knowledge. Do not qualify a buyer from an assumed intention. Confirmation moves the account to Ready for CRM; it does not yet create CRM records.

#Transfer the account

1. Select Transfer to TradeGo CRM.
2. Choose Match or create CRM records when TradePilot should reuse exact matches and create missing records.
3. Choose Link existing CRM records by ID only when you already know the correct company and opportunity IDs.
4. Verify the opportunity name and available contact name, email, and phone.
5. Review the development summary and source references.
6. Confirm that the account should enter formal CRM opportunity management.

After a successful transfer, TradePilot stores the linked CRM identifiers and retains the development timeline. Open Smart CRM to continue long-term opportunity work instead of creating a second independent customer record.

#Continue with CRM and quotations

Use Smart CRM for the transferred company, contact, opportunity, tasks, and notes. Return to the linked TradePilot account when you need its original development evidence or confirmed reply context.

After the CRM opportunity is linked, TradePilot can prepare verified customer requirements for a new or existing quotation. Quotation Generator remains responsible for pricing and issuing the quotation.

#FAQ

#Do I need to create a CRM token?

No. Select Connect TradeGo CRM and confirm the action; TradePilot uses your current APP team and permission to create or refresh the internal connection automatically.

#What qualifies a buyer for CRM handoff?

A user must confirm a real observed signal such as a customer reply, expressed interest, shared requirements, meeting request, or quotation request and record why the account is ready.

#How does TradePilot avoid duplicate CRM records?

You can match or create records using the live CRM data, or link known existing CRM IDs. Always verify the company and contact identity before confirming the transfer.