Sales Note is TradeIt’s built-in workspace for managing potential buyers.

After discovering companies through B/L Tracking or other research, exporters need a way to organize, track, and evaluate those buyers.

Sales Note allows exporters to store buyer information, organize buyers into pipeline stages, and track the progress of each potential business opportunity.

This helps exporters manage their buyer discovery and outreach activities in a structured way.

During buyer discovery, exporters may identify dozens or even hundreds of potential buyers.

Without a structured system, it can be difficult to keep track of:

Sales Note helps exporters organize these buyers into a clear pipeline and track their progress.

Sales Note works as a buyer pipeline, allowing exporters to categorize companies based on their current relationship or progress stage.

TradeIt provides a default pipeline structure that many exporters can use as a starting point.

This pipeline structure helps exporters clearly track how each buyer progresses from discovery to actual business.

Every export business operates differently, and TradeIt allows users to customize their pipeline stages.

Users can adjust the pipeline structure to match their own sales process.

For example, companies may add stages such as:

This flexibility allows exporters to manage buyer relationships in a way that best fits their workflow.

Sales Note allows exporters to manage buyer information and sales progress in one place.

You can use Sales Note to:

This helps exporters maintain a clear overview of their buyer discovery and outreach activities.