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Siebel Life Sciences Guide > Creating Smart Calls > End-User Procedures >

Adding a Smart Call

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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 To add a contact call from the Activities screen and To add an account call from the Activities screen.

To add a Smart Call as an end user

Navigate to the Smart Calls screen.
In the Smart Calls list, add a record and complete the necessary fields.

Some of the fields in a Smart Calls record 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 and Creating an Account Call.
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

Navigate to the Smart Calls screen.
In the Smart Calls list, select a Smart Call.
Click the Smart Call Detail view tab.
Make sure that the correct Smart Call appears in the Smart Call form.
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.

Add a record and complete the necessary fields.

Some of the fields in the Smart Call Detail lists 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 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 Contact Calls and Recording Account Calls.

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