Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications > Siebel Agent Portal > Sharing Data with Partners >

Viewing a Partner's Call Reports

Call Reports are records of meetings and conversations with clients or other organizations and individuals. Your agents may create call reports when they meet with customers.

For more information about call reports, see Siebel Insurance Guide or Siebel Healthcare Guide.

To view all call reports

1. Navigate to the Call Reports screen.
2. From the Show drop-down list, choose All Call Reports.