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Creating a Smart Call (End User)

By default, a newly created Smart Call is private; that is, it is available only to the user who created it. The Siebel administrator can make a Smart Call available to users. For more information, see the procedure To make a Smart Call template available to end users.

NOTE:  For account calls where attendees are specified, users can also apply a Smart Call to each of the attendees. For more information, see the Smart Call field descriptions in Creating a Contact Call (End User) and Creating an Account Call (End User).

To create a Smart Call as an end user

1. Navigate to the Smart Calls screen.
2. In the Smart Calls list, 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 view 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 end user

1. Navigate to the Smart Calls screen.
2. In the Smart Calls list, drill down on a Smart Call.
3. Click the Smart Call Detail view tab.
4. Make sure that the correct Smart Call appears in the Smart Call form.
5. Select any of the four lists in the Smart Call Detail view:
   • Call Products Detailed
   • Samples Dropped
   • Promotional Items Dropped
   • Issues

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

6. 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.

   NOTE:  To protect system integrity and to make sure users enter the correct information, users cannot enter dates and reference numbers for samples with Smart Calls. For more information on entering information on dropped samples, see Recording and Submitting Contact Calls and Recording and Submitting Account Calls.