Creating Activities from Target Lists
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 your administrator. In preconfigured applications, the activity templates can be applied only for lists of contacts. For more information, see Siebel Applications Administration Guide.
To create an activity for each party in a list
Navigate to the List Management screen, then the Lists view.
Select a list record.
Click Create Activity.
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.