FX Sales & Marketing
Being an integrated module to “FX Front Office”, this module empowers members of the sales department to have access to the functionalities of the Front Office and have all past and current data of each sales account.
Being an integrated module to “FX Front Office”, this module empowers members of the sales department to have access to the functionalities of the Front Office and have all past and current data of each sales account.
Create an account and define its status
Sales information, statistics details, preferences, negotiated rates, and other relevant details
Manage activities and contacts
Create an account and define its status
Sales information, statistics details, preferences, negotiated rates, and other relevant details
Manage activities and contacts
Create and keep track of sales calls, follow-up contacts, upcoming appointments, and things to do.
Create and keep track of sales calls, follow-up contacts, upcoming appointments, and things to do.
Create and view all scheduled activities for any time-frame for a logged-in sales executive
Create and view all scheduled activities for any time-frame for a logged-in sales executive
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