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, then 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 as described in the following table.

   Field	Description
   Description	Enter text to describe the contact’s interest, or the system will automatically enter a string containing a compiled list of the interest attributes.
   Ticker	Select any of the securities previously entered into your Siebel application.
   Volume	Trading volume of the security.
   Quantity	Number of shares the contact is interested in transacting.
   Interest Type	Registers if the interest is in selling or buying.
   Analyst	A particular research analyst.
   Industry Group	The high-level industry interest, for example Technology. Also known as a sector.
   Industry	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.