Manage quote lists

Create a quote list

1. Click Create list.
2. In the Create quote list window, enter a name for the quote list.
3. Click Save.

Add instruments

1. In the Search and add instrument field, enter the name of the instrument you want to add.
2. Enable the toggle in the In your list column for the instrument you want to add.

Remove instruments

1. Find the instrument you want to remove.
2. Click the instrument menu icon.
3. Click Remove.

Rearrange instruments

To change the order of instruments, either:

• Drag and drop the instruments into the desired order.

Or:

1. Click the instrument menu icon.
2. Click Move up or Move down.

Rename a list

1. Click the quote list menu icon next to the quote list name.
2. Click Rename.
3. Enter a new name.
4. Click Save.

Rearrange lists

1. Click the quote list menu icon next to the quote list you want to move.
2. Click Move left or Move right.
3. Repeat until the quote lists are arranged in the desired order.

Delete a list

1. Click the quote list menu icon next to the quote list name.
2. Click Remove.
3. Click Yes, delete.