After a meeting
A customer opens the card, asks for a quote and leaves their details. In the workspace the enquiry is assigned to a sales consultant, who adds a note and sets a follow-up date two days later.
What you gain
- No interested customer gets lost
Even if they do not decide on the spot, customers can leave their details; the enquiry waits in your workspace.
- Clear who follows up
Each enquiry is assigned to someone; notes and follow-up dates are visible to the team.
- Clear consent, kept by the company
Customers leave their details with explicit consent; if an employee leaves, enquiries and notes stay with the company.
Examples
In the last hour of a fair
A visitor scans your stand, gets an answer and leaves their details for more. Next morning the enquiry is in the workspace and a manager assigns it to the regional lead.
When someone leaves
A consultant leaves the company; their open enquiries and notes stay, and a manager assigns them to someone else.