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Creating Call Lists

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 and Holdings and Interests screens.

To create a call list

1. Navigate to the Activities screen > Activities List view.
2. In the Show drop-down list, select My Call List.
3. Create a new record, and complete the necessary fields.
4. In the Last Name field, select contacts to add to the call list.
5. In the Security Symbol field, select the securities to associate with the call list.