Receive
Capture the customer request and deadline.
How it works / Linker
A simple workflow for commercial work that needs follow-through.
Own
Give the enquiry one accountable owner.
Respond
Record the quotation or commercial response.
Follow up
Keep the next action visible and dated.
Close
Record the outcome with the activity history.
Linker is designed around five visible stages so the team can see the current owner, state and next action without reconstructing the story from several tools.
- Received
- Assigned
- Quoted
- Follow-up
- Closed
- Model
- Five stagesA compact workflow teams can understand quickly.
- Purpose
- Better follow-throughMake ownership and next actions easier to review while work is active.
- Output
- Clear operating recordThe same record keeps context, action and outcome together.
A simple sequence for enquiry follow-through.
The same workflow can support an inbound RFQ, quotation request, proposal request or other B2B enquiry.
Received
Capture the enquiry and its deadline.
Assigned
Give it one accountable owner.
Handled
Record the response or quotation.
Follow-up
Keep the next action visible.
Closed
Know the final outcome and why.
Follow one sample enquiry from receipt to outcome.
The timeline uses sample data to show how the workflow is intended to operate.
Enquiry received
An equipment RFQ arrives by email with a Friday deadline.
Owner assigned
The sales manager gives one person clear responsibility.
Quotation sent
The response is recorded, but the enquiry stays active.
Follow-up due
Linker brings the next action back into view.
Outcome recorded
The example enquiry is closed and its activity history remains attached.
Shared visibility with different controls.
Managers keep oversight. Team members get a focused view of the work they own.
Manager
Create and assign enquiriesApprove ownership requestsSee workload and overdue workReview team outcomes
Team member
View assigned enquiriesRequest responsibilityRecord handled workSchedule the next follow-up
Move from reconstructed status to visible operating state.
The goal is to make the current owner, state and next action easier to review across the team.
Without Linker
Scattered enquiries, unclear ownership, manual status chasing and missed follow-ups.
With Linker
One enquiry view, explicit ownership, visible next actions, activity history and recorded outcomes.
Early access
Test the workflow against one real enquiry.
Early-access teams will help refine the workflow against actual day-to-day use instead of abstract assumptions.