Create Quote List from Market Scan Result

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Overview

The following instructions will explain how to Create a Quote List from a Market Scan Result in Your SOFTWARE.

Note - The instructions below are applied on Your SOFTWARE's Market Scan section. Run a New Market Scan and the results will show up.

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Creating a Quote List from Market Scan Results

To create a Quote List from a Market Scan Result, follow the sequence of steps below:

Click on the Action button.

Click on the Save Search Results menu option.

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Give your search result a name such as “test” and click on Save as shown below:

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Click on Quotes followed by New Quote list.

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Then click on Action followed by Import and Export.

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Choose the option to Import a Market Scan Result and Click on the Next button.

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Click on the Browse button.

Then double click on the Market Scan Results folder.

Choose your file name, in this case “test” and click Open. You should get a window as shown below:

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Click on the Next button.

Then click on the Finish button.

Click on the Action button.

Finally, click on Save As and give a filename to the Quote List for use in the future and then click Save to complete the process.

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