Siebel eFinance Guide > Securities > End-User Procedures >

Adding a Business-To-Business Institutional Call List

End Users can use the Call List view in the Securities screen to create a business-to-business (B2B) call list. The records in a Call List represent the list of targeted calls for an individual end user for the current day.

To add a business-to-business call list

  1. Navigate to the Securities screen.
  2. In the Securities list, select a security to use for the call.
  3. Click the Call List view tab.
  4. To add an investor to the call list:
    1. Click the Investors subview tab.
    2. In the Investors list, select an investor.
    3. Scroll down to the Contacts list and select the contacts to call using the check box in the Call Column.

      TIP:  To select multiple contacts, hold down CTRL as you select each record. If the records are consecutive, select the first contact, hold down SHIFT, and select the last contact.

    4. Click Add To List to create targeted calls for the selected contacts, or click Add All to List to create targeted calls for all contacts in the list.

      Targeted call records appear in the Call List list for each contact selected.

  5. To add an interested contact to the call list:
    1. Click the Interested Contacts view tab.
    2. Select the contacts to call using the check box in the Call column.
    3. Click Add To List to create targeted calls for the selected contacts, or click Add All to List to create targeted calls for all contacts in the list.

      Targeted call records appear in the Call List list for each contact selected.

For more information on Holdings or Interests, see Investors.


 Siebel eFinance Guide 
 Published: 20 October 2003