Siebel Life Sciences Guide > Creating Smart Calls >

Administering Smart Calls

The following administrator procedures are described in this section:

• To create a Smart Call as an administrator
• To enter Smart Call information as an administrator
• To make a Smart Call template available to end users

By default, a Smart Call is accessible only to the user who created it. However, the Siebel administrator can make a Smart Call available to users system-wide by using the Smart Call Administration view. The administrator can also create and modify Smart Calls using the Application Administration, Smart Call Detail view.

NOTE:  Both end users and the Siebel administrator can create and modify Smart Calls using the views in the Smart Calls screen. For more information, see Creating a Smart Call (End User).

To create a Smart Call as an administrator

1. Navigate to the Application Administration screen > Smart Calls view.
2. In the Smart Call form, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Created By Name	The user who created the Smart Call.
   Expense	This amount will appear in the Cost field of the contact call or account call. For more information, see Creating a Contact Call (End User) and Creating an Account Call (End User).
   Name	Name of the Smart Call.

Enter information in the Smart Call Detail screen, as described in the next procedure.

NOTE:  Deleting a Smart Call permanently removes the Smart Call from the system. Before you delete a Smart Call, make sure that it is no longer needed. Calls that were completed using a deleted Smart Call are not affected.

To enter Smart Call information as an administrator

1. Navigate to the Application Administration screen > Smart Calls view.
2. In the Smart Calls list, drill down on a Smart Call name.
3. In the Smart Call Detail view, select any of the four lists:
   • Call Products Detailed
   • Samples Dropped
   • Promotional Items Dropped
   • Issues

     NOTE:  You may not need to enter information in every one of these lists.

4. For the appropriate lists, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Name	The name of the samples or promotional items dropped during the call. This field appears in the Call Products Detailed and Promotional Items Dropped lists.
   Quantity	The quantity of samples or promotional items dropped during the call. This field appears in the Call Products Detailed and Promotional Items Dropped lists.

To make the Smart Call available to users, see the next procedure.

To make a Smart Call template available to end users

1. Navigate to the Application Administration screen > Smart Calls view.
2. In the Smart Calls list, select the Smart Call that you want to make available to end users.
3. Click the Private field to clear the check mark.

NOTE:  Mobile end users must synchronize before they can access or modify a Smart Call.