Notification of Trade when desking | Voters

Notification of Trade when desking

Julianne DeSocio

It would be helpful if when a manager pulls up a deal to desk it, it pops up an alert to let them know there may be a trade and to pull it into the deal. Right now they have to be alerted to do so.

Shelby Parker

Thanks for posting this, Julianne DeSocio — really appreciate the feedback. Totally hear you on the workflow gap here; having an alert when a manager opens a deal to desk (so they know there may be a trade to pull in) would make things a lot smoother. I’m sharing this with the team for review, and we’ll follow up if we need any additional details.