Catalogue enquiry
Workflow 01- 1
Buyer asks for a price list
- 2
Requirement and quantity captured
- 3
Catalogue shared
- 4
Account manager assigned
B2B & Wholesale
Manage catalogue enquiries, bulk orders, quotations, distributor follow-ups and account relationships.
Priya Sharma
+91 98•• ••• 214 · Pune
New
Qualified
Proposal
Won
Activity
Sample workflows
Not a feature list — what a day in b2b & wholesale could look like with conversations, people and follow-ups connected.
Buyer asks for a price list
Requirement and quantity captured
Catalogue shared
Account manager assigned
Bulk quote requested
Quote sent in chat
Follow-up scheduled
Order confirmed or revised
Reorder window approaches
Account owner reminded
Distributor contacted
Order coordinated
Workflows are illustrative. Availability depends on your connection method, connected tools and launch status.
What you'll use
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