Siebel Life Sciences Guide > Administering and Managing Accounts > End-User Procedures >

Viewing Pre-call Information

The Pre-Call view tab is a single view that provides end users with a thumbnail view of important information related to an account. Users can access this view prior to making a call to get a summary of key information about the account they are about to visit.

To view pre-call information

  1. Navigate to the Accounts screen.
  2. From the Show drop-down list, select My Accounts.
  3. In the Accounts list, select an account.

    4. NOTE:  When selecting an account, do not click a hyperlink (underlined field). Doing so takes you to another view.

  4. Click the Pre-Call view tab.

    5. The Pre-Call view appears, displaying the lists described in the following table.

    List
    Comments
    Product Sales
    Product sales information associated with the account.
    Contact Affiliations
    Lists all contacts affiliated with the account.
    This list can also be populated in the Contact Affiliations view tab. For more information. see Indicating an Affiliation Between an Account and a Contact.
    Activities
    Features a historical list of all activities associated with the account. For more information on working with activities, see Creating Activities.

  5. Optional: Select the Contact Affiliations or Activities lists, add a record, and complete the necessary fields.

 Siebel Life Sciences Guide 
 Published: 18 April 2003