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Process of Recording Calls

This example process represents the tasks that are carried out in the Scenario for Recording Calls. Your company may follow a different process according to its business requirements.

NOTE:  Prior to recording calls, end users need to set up and update their personal lists, create target lists and route plans, and create activities. For more information, see Planning Calls in Pharma.

1. (Optional) Recording Marketing Responses in Contact Calls. (Requires Siebel Pharma Campaigns.)
2. Recording and Submitting Contact Calls.
3. Recording and Submitting Account Calls.
4. Remaking Electronic Signatures. If you are using electronic signature capture and you discover after submitting a call that a professional signed the wrong receipt, you can re-create the receipt.

For more information on planning calls and setting up meetings, see Planning Calls in Pharma and Setting Up a Meeting (End User).