Why This Matters
As more team members gain visibility into shared RFQ queues, there's a risk that two people end up working and quoting - the same request. To prevent that, RFQ Management includes a built-in claiming feature: Assign to Me.
We're also building distribution scheduling (time-based routing rules for AEX and ILS sources), which means shared visibility will keep expanding. Until that ships, Assign to Me is your go-to tool for staying coordinated.
đ§ How It Works
Open RFQ Management
Check the box next to the RFQ(s) you want to claim
Click Assign to Me
The Assigned To column updates instantly with your name
Done â the RFQ is now yours, and anyone else on the queue can see it's already being handled.
â Why Claim RFQs Promptly
Team visibility â instantly clear who owns what
No duplicate quotes â avoids two reps quoting the same customer
Better priority handling â pairs with Priority and Respond By to keep urgent RFQs on track
đ What's Coming Next
Distribution scheduling will let admins set time-based routing rules across sellers for AEX & ILS. As this rolls out, more RFQs may be visible to more people â making Assign to Me even more important.
đ In the Meantime
Use Assign to Me as soon as you start on an RFQ
Check Assigned To before working any RFQ that isn't yours
Flag anything that looks stuck or unclaimed to your team lead
Questions or feedback? Reach out to your team lead or submit a ticket at helpdesk@infotrader.com.