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Process of Planning Calls

This section details sample tasks often performed by end-users when planning calls. Your company may follow a different process according to its business requirements.

The following list shows tasks end users typically perform when planning contact and account calls:

• Scenario 1: Users Set Up Personal Lists. Personal lists determine which products appear in the Call Detail views in Siebel Life Sciences.
• (Optional) Scenario 2: Users Create Target Lists. Using target lists users can query for accounts or contacts and then apply those lists to other views within the application.
• (Optional) Scenario 3: Users Define Route Plans. Route plans are groups of accounts sorted by location. Once created, users can use route information to schedule calls.
• (Optional) Scenario 4: Users Create Activities. Activities allow users to manage their own time, keep their manager informed of their workload, and track expenses.
• Creating a Contact Call (End User).
• Creating an Account Call (End User).

NOTE:  After end users set up their personal list, they can record calls. For more information, see Recording and Submitting Contact Calls and Recording and Submitting Account Calls.