Tracking Buyer Interactions

Managing buyer relationships requires more than simply discovering companies.

Exporters also need a way to track their interactions and sales activities with each buyer.

In TradeIt, these activities can be recorded directly inside Sales Note, allowing exporters to maintain a clear history of their buyer engagement.

By tracking interactions over time, exporters can better manage follow-ups, monitor deal progress, and organize their export sales activities.

TradeIt allows users to record their sales activities using the Sales Log feature inside Sales Note.

Sales Log helps exporters document important interactions with buyers, such as research activities, inquiries, or quotation discussions.

Each record becomes part of the buyer’s interaction history, making it easier to understand the progress of the relationship.

Examples of activities that can be recorded include:

Recording these activities ensures that important sales information is not lost over time.

To record an activity, you can create a new Sales Log entry inside the buyer profile.

Typical steps include:

1️⃣ Open the buyer inside Sales Note

2️⃣ Navigate to the Sales Log tab

3️⃣ Click New

4️⃣ Enter activity details such as

5️⃣ Save the activity

Once saved, the activity will appear in the buyer’s Sales Log history.

Sales Log entries can be categorized by activity stage.

This helps exporters understand what type of interaction occurred with the buyer.

Common stages include:

These stages help exporters organize their sales activities and track deal progress.

Keeping a structured record of buyer interactions provides several advantages.

Exporters can:

Over time, Sales Log becomes a valuable history of your export activities.