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Entering Interests and Holdings Information

Tracking your clients' interests and holdings is an important first step towards building targeted call lists.

This task is a step in Process of Tracking Clients' Interests and Creating Interest-Based Call Lists.

To record an interest

  1. Navigate to the Contacts screen > Contacts List view.
  2. Drill down on the contact for which you wish to add interests information.
  3. Click the Interests view tab.
  4. Create a new record and complete the necessary fields.

    Some fields are described in the following table.



    Enter text to describe the contact's interest, or the system will automatically enter a string containing a compiled list of the interest attributes.


    Select any of the securities previously entered into your Siebel application.


    Desired trading volume of the security.


    Number of shares the contact is interested in transacting.

    Interest Type

    Registers if the interest is in selling or buying.


    A particular research analyst.

    Industry Group

    The high-level industry interest, for example Technology. Also known as a sector.


    Specific industry interest, for example Software.

    Internal Rating

    The research rank of the product, for example Strong Buy.

NOTE:  You can record a contact's interests using either the Contacts or the Holdings and Interests screen.

To record an interest based on a holding

  1. Navigate to the Holdings and Interests screen > Interests view.
  2. In the Interests list, create a new record and complete the necessary fields, some of which are described in Step 4 of To record an interest.
  3. In the Interests form, check the Holding box to signify this is an interest based on a holding.

NOTE:  You cannot perform a search on a holding unless the holding has been saved as an interest with the Holding box checked.

Entering Holdings Information

You can add individual holdings information for Investors from the Holdings and Interests Holdings view. In addition, use the Financial Accounts Investment Holdings view to add holdings to financial accounts.

NOTE:  These holdings are not searched in the Holdings and Interests Search view. Only interests based on holdings are searched. See To record an interest based on a holding.

To add a holding record

  1. Navigate to the Holdings and Interests screen > Holdings view.
  2. In the Holdings list, add a new record and complete the fields.
  3. In the Holdings form, enter additional information about the holding.
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