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