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B2B & Wholesale

Manage catalogue enquiries, bulk orders, quotations, distributor follow-ups and account relationships.

Priya Sharma

+91 98•• ••• 214 · Pune

WhatsApp

New

Qualified

Proposal

Won

Activity

Sample workflows

Three workflows, start to finish

Not a feature list — what a day in b2b & wholesale could look like with conversations, people and follow-ups connected.

Catalogue enquiry

Workflow 01
  1. 1

    Buyer asks for a price list

  2. 2

    Requirement and quantity captured

  3. 3

    Catalogue shared

  4. 4

    Account manager assigned

Quotation

Workflow 02
  1. 1

    Bulk quote requested

  2. 2

    Quote sent in chat

  3. 3

    Follow-up scheduled

  4. 4

    Order confirmed or revised

Distributor follow-up

Workflow 03
  1. 1

    Reorder window approaches

  2. 2

    Account owner reminded

  3. 3

    Distributor contacted

  4. 4

    Order coordinated

Workflows are illustrative. Availability depends on your connection method, connected tools and launch status.

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