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Creating General Activities

Sales representatives use general activities to manage time and schedule demands and to keep their manager informed of their workload. A general activity in Siebel ePharma Handheld is used to track non-call tasks such as to-do items, personal events, and correspondence.

In a typical scenario, a sales manager for a pharmaceutical company uses the Activities screen to create and track the activities on which she plans to spend her time during the next month. After scheduling a contact call with a customer, she uses the Calendar to review scheduled activities for the upcoming weeks.

This section provides procedures for adding activities from the Activities and Calendar views.


 Siebel ePharma Handheld Guide for Windows-Powered Devices 
 Published: 18 July 2003