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Managing Activities in Siebel Medical Handheld

An organization's records should accurately reflect the amount of work required and performed to maintain customer satisfaction. This practice avoids duplication of effort if a different or an additional team member has to get involved. It also keeps everyone up to date as to exactly what activities have occurred and when they have occurred.

Activities are various tasks or events that are performed for contacts, accounts, and opportunities. Activities that are given start times are automatically entered on the activities screen and your calendar.

Scenario for Managing Activities

This scenario gives one example of how you can use Siebel Medical Handheld to manage activities. You might use Siebel Medical Handheld differently, depending on your business model.

While working away from their desk, a sales manager receives a call from a customer who wants to visit the sales manager's company for an executive summary meeting. The customer also wants the sales team to perform a product demonstration. The sales manager schedules the meeting using their handheld device. After the sales manager's next synchronization, the meeting appears on the calendars of the team members. The sales manager delegates the tasks required to prepare for the meeting, such as preparing presentation slides, reserving a conference room, and configuring the demo system. These activities appear in the sales manager's Activities screen and calendar for the customer's account.

As the sales manager and the team members complete the activities, the activities are marked as done, providing key status information about the opportunity.

The following procedures related to activity management in Siebel Medical Handheld are included in this topic:

• Creating Activities in Siebel Medical Handheld
• Delegating Activities in Siebel Medical Handheld
• Associating Contacts with Activities in Siebel Medical Handheld
• Adding General Activities Using the Calendar in Siebel Medical Handheld