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A SalesTrader is using the CRM to research candidates for a series of trade opportunities. Based on information such as current holdings, changes in position, research consumption, etc. a number of companies are found and for each of them the SalesTrader then wants to review detailed order history in the OMS to see if each organisation is likely to participate in the trades.
Intents
ViewOrders
ViewOrders should be used when a user wants to see the order history of an individual, an institution or of a particular stock. ViewResearch would be called with the Contact, Organization or Instrument contexts.
The text was updated successfully, but these errors were encountered:
Enhancement Request
Use Case
A SalesTrader is using the CRM to research candidates for a series of trade opportunities. Based on information such as current holdings, changes in position, research consumption, etc. a number of companies are found and for each of them the SalesTrader then wants to review detailed order history in the OMS to see if each organisation is likely to participate in the trades.
Intents
ViewOrders
ViewOrders should be used when a user wants to see the order history of an individual, an institution or of a particular stock. ViewResearch would be called with the Contact, Organization or Instrument contexts.
The text was updated successfully, but these errors were encountered: