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Recording and Submitting Contact Calls

Some end users carry their laptops with them throughout the day and enter call information as they make the calls. (This is necessary if signatures are captured electronically when samples are dropped.) Others choose to enter all call details at the end of the day.

End users track details about calls made on a contact with contact call records. Although users can create and display contact calls on the Contacts screen, they enter details about the actual call in the Activities screen. To record a contact call, users must complete the following procedures:

• Display the Contact Call Detail view
• Enter information on products detailed
• Enter information about any samples dropped and obtain signatures for these dropped samples
• Enter information about any promotional items dropped
• Record any decision issues discussed during the call
• Submit the call

NOTE:  End users can view all activities, contacts, and opportunities associated with an account and its child accounts on the account hierarchy tree. For more information, see Administering and Managing Accounts in Life Sciences.

This task is a step in Process of Recording Calls.

To record contact calls

1. Display the call in the Contact Call Detail view, for example, in one of the following ways:
   • Navigate to the Activities screen > Activities List view, and drill down on a planned contact call activity.
   • Navigate to the Contacts screen > Contacts List view, drill down on a contact, click the Calls view tab, and drill down on the call.

     NOTE:  For more information on scheduling and creating contact calls, see Creating a Contact Call (End User).

2. In the Call Product Detailed list, create a new record for each product discussed during the call and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Indication	The purpose or therapeutic area for which a drug is designed.
   Priority	Priority of this product relative to others discussed during the call. NOTE:  This field can be configured to automatically assign 1 to the first record and then sequentially number each additional record. For more information, see Configuring Siebel Life Sciences.
   Product	The product detailed during the call. The products appearing in this drop-down list are based on the products added to your Personal list. For more information on adding products to your personal lists, see Creating a Personal List (End User).

3. In the Samples Dropped list, create a new record for each product dropped during the call and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Lot #	The lot number (if applicable) of the products dropped during the call. If tracking samples by lot number, select a lot number in the Pick Lot dialog box. For more information, see Defining Lot Numbers for Samples.
   Name	The name of the products dropped during the call. The products appearing in this drop-down list are based on the products available in your samples inventory. For more information on samples, see Managing Pharma Samples.
   Quantity	The quantity of sample dropped during the call.

   NOTE:  If the sample you dropped does not appear in the Name field drop-down list, either you need to add it to the Personal Samples list or the sample has not been defined as a product. For information about adding products to the Personal Samples list, see To add a product to a personal list. It is the responsibility of your administrator to define products.

4. If you are collecting an electronic signature for the dropped samples:
   1. Click Sign.
   2. Obtain the professional's signature and click Save.
   3. Enter sample reference number (if required) in the Ref # field.
5. If you are collecting a paper signature for the dropped samples:
   1. Select the Paper Sign check box.
   2. Obtain the professional's signature on the paper record.
   3. Enter sample reference number (if required) in the Ref # field.
6. In the Promotional Items Dropped list, create a new record for each item dropped during the call and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Name	The promotional item dropped during the call. The items appearing in this drop-down list are based on items added to your Personal Promotional Items list. For more information, see Creating a Personal List (End User).
   Quantity	The quantity of the promotional item dropped during the call.

7. In the Issues list, create a new record for each issue discussed during the call and complete the necessary fields.

   NOTE:  Decision issues are the objectives a contact may raise when evaluating a product before making a prescribing decision. For more information, see Defining Decision Issues.

8. Verify that all information entered is correct and click Submit.

   NOTE:  Once you submit a call, you cannot delete the call nor modify any fields except the Comment field.

   CAUTION:  If you are a mobile user, submit your calls before connecting to the server, and then synchronize. Mobile users should not submit calls while connected to the server or they run the risk of introducing errors into their inventory counts.