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Process of Tracking Clients' Interests and Creating Interest-Based Call Lists

This process represents a portion of the tasks carried out in the Scenario for Promoting a Market Opportunity to Targeted List of Clients. This process includes:

  1. Entering Interests and Holdings Information
  2. Creating and Using Targeted Call Lists

From the Holdings and Interests views, end users can track a particular security. From the List Management Call List view, end users can review and manage their generated call lists.

Enterprise Integration Manager (EIM) imports the market data displayed in the Securities views. An organization can import the data displayed in the Securities views from one or more other systems (such as a trading system). Also, those with the required administrative responsibilities, such as Siebel administrators, can manually add or edit records of securities using administrative functions described in Process of Administering Securities.

For more information about EIM, see Siebel Enterprise Integration Manager Administration Guide.

Siebel Finance Guide