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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.
2. In the Activities list, add a record and complete the necessary fields.
3. In the Last Name field, click the select button and select contacts to add to the call list in the Contacts dialog box.
4. In the Security Symbol field, click the select button and select the securities to associate with the call list in the Security dialog box.