Creating Activities from Target Lists (End User)

From the List Management screen, you can create activities for each member in a list.

How fields for the activities are completed, including which fields are copied from the list member records, is determined by “activity templates”. These templates are set up by the Siebel administrator. In the preconfigured Siebel application, the “activity templates” can be applied only for lists of contacts. For more information, see Setting Up Data Map Object “Activity Templates" for Target Lists.

This task is a step in Process of Managing Global Target Lists.

To create an activity for each party in a list

1. Navigate to the List Management screen, then the Lists view.

2. Select a list record.

3. Click Create Activity.

4. In the Create Activity dialog box, select an “activity template”.

   “Activity templates” are described in the following table.

   “Activity Template"	For each contact in the list, creates...
   Customer Status Call	A high priority activity of type Call - Outbound.
   Customer Status Email	A high priority activity of type Email - Outbound.
   End Information Email	A medium priority activity of type Email - Outbound.
   Targeted Call	An activity of type Targeted Call.

Note: These “activity templates” are data map objects created through the Data Transfer Utilities. They are not the same as the activity templates used to create activity plans.