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Siebel Life Sciences Guide > Recording Calls > End-User Procedures >

Recording Contact Calls

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End users track details about calls made on a contact with contact call records. Although users can create and display contact calls on the Contacts screen, they enter details about the actual call on the Activities screen. To record a contact call, users must complete the following procedures:

Display the Contact Call Detail view
Enter information on products detailed
Enter information about samples dropped (optional)
Enter information about promotional items dropped (optional)
Record any decision issues (optional)
Submit the call

NOTE:  End users can view all activities, contacts, and opportunities associated with an account and its child accounts on the account hierarchy tree. For more information, see Administering and Managing Accounts.

The sections that follow explain how to perform each of these tasks.

To display the Contact Call Detail view

Select an existing contact call:
From the Activities screen:
Navigate to the Activities screen.
From the Show drop-down list, select My Activities.
In the Activities list, select an existing contact call and then drill-down on the Activity field.
From the Contacts screen:
Navigate to the Contacts screen.
From the Show drop-down list, select My Contacts.
In the Contacts list, select a contact and then click the Calls view tab.
In the Start Date field of the Calls list, drill-down on the date hyperlink of the call for which you want to add information.

NOTE:  For more information on scheduling and creating contact calls, see Creating a Contact Call.

The Contact Call Detail view appears.

Enter information about the products detailed as described in the following procedure.

To record information about products detailed

Display the Contact Call Detail view. For more information, see To display the Contact Call Detail view.

NOTE:  If you have not yet set up your personal lists, you must do so before you can proceed with the next step. For more information, see Creating a Personal List.

In the Call Product Detailed list, add a record for each product discussed during the call and complete the necessary fields.

Some fields in the Call Product Detail are described in the following table.

Field	Comments
Indication	The purpose or therapeutic area for which a drug is designed.
Priority	Priority of this product relative to others discussed during the call. Note that this field can be configured to automatically assign 1 to the first record and then sequentially number each additional record. For more information, see Information for Siebel Application Developers.
Product	The product detailed during the call. The products appearing in this drop-down list are based on the products added to your Personal list. For more information on adding products to your personal lists, see Creating a Personal List.

Enter information about dropped samples as described in the following procedure.

To record information about samples dropped

Display the Contact Call Detail view. For more information, see To display the Contact Call Detail view.
In the Contact Call form, enter a reference number (if required) in the Ref # field.
In the Samples Dropped list, add a record for each product dropped during the call and complete the necessary fields.

Some fields are described in the following table.

Field	Comments
Lot #	The lot number (if applicable) of the products dropped during the call. If tracking samples by lot number, select a lot number in the Pick Lot dialog box. For more information, see Defining Lot Numbers.
Name	The name of the products dropped during the call. The products appearing in this drop-down list are based on the products available in your samples inventory. For more information on samples, see Managing Samples.
Quantity	The quantity of sample dropped during the call.

NOTE:  If the sample you dropped does not appear in the Name field drop-down list, either you need to add it to the Personal Samples list or the sample has not been defined as a product. For information about adding products to the Personal Samples list, see To add a product to a personal list. It is the responsibility of your administrator to define products.

Enter information about dropped promotional items as described in the following procedure.

To record information about promotional items dropped

Display the Contact Call Detail view. For more information, see To display the Contact Call Detail view.
In the Promotional Items Dropped list, add a record for each item dropped during the call and complete the necessary fields.

Some fields are described in the following table.

Field	Comments
Name	The promotional item dropped during the call. The items appearing in this drop-down list are based on items added to your Personal Promotional Items list. For more information, see Creating a Personal List.
Quantity	The quantity of the promotional item dropped during the call.

Enter information about decision issues discussed as described in the following procedure.

To record information about decision issues discussed during the call

Display the Contact Call Detail view. For more information, see To display the Contact Call Detail view.
In the Issues list, add a record for each issue discussed during the call and complete the necessary fields.

NOTE:  Decision issues are the objectives a contact may raise when evaluating a product before making a prescribing decision. For more information, see Defining Decision Issues.

If no further changes should be made to the call, submit the call as described in the following procedure.

To submit a completed contact call

Display the Contact Call Detail view. For more information, see To display the Contact Call Detail view.

NOTE:  You cannot submit a call with a future date.

Verify that all information in the Contact Call Detail view is accurate and complete. For more information, see:
To record information about products detailed
To record information about samples dropped
To record information about promotional items dropped
To record information about decision issues discussed during the call

NOTE:  Once you submit a call, you cannot modify any fields except the Comment field. However, using Siebel Tools, the Siebel administrator can change this default behavior and configure which fields are editable. For more information, see Siebel Tools Reference.

If you dropped samples when making the call, verify that you entered a samples reference number (if required) in the Ref# field in the Contact Call form.

CAUTION:  If you are a mobile user, submit your calls before connecting to the server, and then synchronize. Mobile users should not submit calls while connected to the server or they run the risk of introducing errors into their inventory counts.

In the Contact Call form, click Submit.

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