Play the field user, preserve distributor context, then switch to the reviewer. Two minutes · Synthetic data · Nothing sent.
See the phone mockups and field-use scenario ↓
Explore actual app screens in the phone, then try the synthetic handoff alongside it. See today’s actual app screenshots →
Actual Salesforce-native desktop capture · Phone framing is illustrative.
Recreated product experience. Distributor context and internal review illustrate the Salesforce-native handoff; they are not standalone execution.
In the app, capture can start with a typed identifier, a QR snapshot/image or an OCR label suggestion. This walkthrough uses a sample identifier only. Compare phone capture options →
Editable capture and a synthetic distributor-to-reviewer handoff. It combines ideas from separate implementation tracks, with no backend, email or CRM connection. Compare capability status.
Try an error: clear the part number or enter a quantity of 0 in Confirm details. The form keeps your inputs and explains what needs attention.
Picture the same handoff in a facility: capture the identifier and request, keep the relationship visible, then confirm the next step with a person.
These are illustrative scenes, not customer photographs or proof of live execution. See actual app screenshots or compare phone capture options.
Illustrative mobile layouts with fictional data. These are recreated screen mockups, not screenshots of a deployed mobile app.
Halo RFQCheck what you know. Record what needs review.
Start with the identifier, quantity and the question from the field.
Halo RFQCarry the distributor context with the request.
No distributor is contacted or assigned.
Preserve the existing relationship for the reviewer to confirm.
Halo RFQThe same details. A human decision next.
Check the part, distributor ownership and missing information.
Bring the same context into the next conversation.
