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Siebel Life Sciences Guide
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Planning Calls in Pharma
This section covers the following topics:
About Planning Calls in Pharma
Tools for Planning Calls
Scenario 1: Users Set Up Personal Lists
Scenario 2: Users Create Target Lists
Scenario 3: Users Define Route Plans
Scenario 4: Users Create Activities
Process of Planning Calls
Creating a Personal List (End User)
Creating and Applying Target Lists (End User)
About Defining a Route Plan (End User)
Creating a Route (End User)
Adding Accounts to a Route (End User)
Using a Route to Schedule Calls (End User)
About Creating Activities
Creating a General Activity (End User)
Creating a General Activity in the Calendar (End User)
Setting Up a Meeting (End User)
Creating a Contact Call (End User)
Siebel Life Sciences Guide
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