During each call, the sales person is guided through the call log process allowing them to quickly specify the securities discussed, take notes and update a distribution list.
Key external events such market-driven events or trades can trigger call-to-action driving notifications. These notifications, in turn, can generate call lists, which can be filtered by key criteria.
Sales managers can leverage this features’ filtering and sorting capabilities. On top of this, sales managers have the ability to apply additional filtering by call list or owner.
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