Working a trade show floor with a printed lead sheet is how you lose track of 40% of your contacts before the conference room checkout. By the end of day one, the sheet is annotated in margins you can't read, the order quantities are written over addresses, and the business cards you collected are in three different pockets.
Territory as Data
The G-Map location field converts customer address data into mappable coordinates. For an expo sales operation covering a geographic territory — showing at a regional trade fair and then following up with delivery or on-site visits — the location field means every entry is not just a record but a pin on a map.
The Area field provides a regional classification above the address level. When 80 expo contacts are sorted by area, territory routing for post-show follow-up visits becomes a scheduling exercise rather than a geographic puzzle. The rep covering the northern district and the one covering the east can pull their respective records without cross-referencing an address list that was never sorted by geography.
Arrival Date documents when the contact arrived in the lead database — the expo day, booth visit time, or first call. Combined with Order Date and Delivery Date, the three timestamps create a conversion timeline that shows how long the prospect-to-order path took for each customer.
The Five-Stage Status and What It Actually Tracks
The Status field contains five options in Traditional Chinese, which translate to:
- Distributed promotional materials.
- Distributed materials with additional explanation.
- Distributed materials and direct ticket purchase.
- Refused or had no relevant need.
- Address invalid, business closed, or pending business transfer.
Status option 3 is the conversion event. Status options 1 and 2 are warm pipeline entries requiring follow-up. Status options 4 and 5 are closed-lost — but status 5 specifically is a data quality issue (bad address) rather than a rejection, and it deserves a different follow-up cadence than status 4.
Filtering by Status 3 gives you confirmed buyers. Filtering by Status 1 and 2 gives you your follow-up call list for the next two days. Filtering by Status 5 gives you address verification tasks. The entire expo post-processing workflow runs off a single field filter.
Calculated Fields as Instant Quote Tools
The VIP QTY field calculates as Order QTY ÷ 10. At a purchase threshold of 10 tickets (or units), one VIP allocation is earned. This means the VIP entitlement is visible to the sales rep in real time during the order conversation — no separate calculation, no approximation.
Amount calculates as Order QTY × 150. At a per-unit price of 150 (currency implied by the operation), total order value is instantly visible when quantity is entered. A rep taking an order of 45 units sees an Amount of 6,750 without touching a calculator.
Both calculated fields prevent the arithmetic errors that accumulate when sales reps are handling multiple orders under time pressure at a busy booth.
The Bizi Card image field is the anchor for identity verification. A photographed business card contains name, title, company, and contact data that frequently contains information the customer didn't verbally provide — a department name, a direct line, a second address. Capturing it at point of contact means the follow-up call has complete information.