Siebel eFinance Guide > Activities > End-User Procedures >

Creating a Call List

A call list is a tool to help end users manage customer calls related to a specific security. End users can create call lists in the Activities screen and the Securities screen.

To create a call list

  1. Navigate to the Activities screen.
  2. From the Show drop-down list, select My Call List.
  3. In the Activities list, add a record and complete the necessary fields.
  4. In the Last Name field, click the select button, select contacts to add to the call list in the Contacts dialog box, and then click OK.
  5. In the Security Symbol field, click the select button, select the securities to associate with the call list in the Security dialog box, and click OK.

 Siebel eFinance Guide 
 Published: 20 October 2003