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Siebel Pharma Handheld Guide > Using Siebel Pharma Handheld >
Planning and Recording Calls in Siebel Pharma Handheld Applications
Planning calls in Siebel Pharma Handheld consists of creating account and contact calls. Recording calls involves entering information on products detailed, samples and promotional items dropped, and decision issues that occurred during the call.
Contact and Account Calls
Contact and account calls are types of activity records, although contact and account calls cannot be created from the Activities view. You can create contact calls as follows:
- Tap the New Call button from the Contact form applet
- Tap the New call button from the Calendar > Daily view
- Create a new record from the Contacts screen's Calls view
- Create a new record from the Contact Calls screen
You can create account calls as follows:
- Tap the New Call button from the Account form applet
- Create a new record from the Accounts screen's Calls view
- Create a new record from the Account Call screen
- Contact call. Used to track a planned or past call activity with a contact. You can record details about contact calls such as the products detailed, the samples and promotional items dropped, and decision issues discussed.
- Account call. Used to track a planned or past call activity at an account. You can record products detailed, attendees, promotional items dropped, and decision issues discussed.
Smart Call and New Call
Siebel Pharma Handheld provides several features to manage contact and account call records:
- Smart Call. Specifying a Smart Call template for the call record associates a prepopulated call template with this call.
A Smart Call is a template that you can apply to contact calls and account calls to simplify and speed up the call-reporting process. A Smart Call defines a set of information about the products detailed, the samples distributed, samples requested, and the issues discussed on a call. Smart Call templates are created in the Siebel Pharma application, not in the Siebel Pharma Handheld application.
Smart Calls can be also used for calls related to a particular campaign or promotional effort, or for everyday call reporting. They are intended for situations where sales representatives report details about a number of calls that are identical in content (the same products are detailed in the same order, the same samples are dropped, and so on). After you apply a Smart Call template to a call, you can make additional edits in any fields in the Contact Call screen's Details view.
- New Call. A user can create a Call record directly from within this Contacts List applet. The New Call button on the Contacts form applet creates a Contact Call record with the Contact Ids populated. The created Call records are displayed in the Contacts Call Detail view under Activities.
For more information about planning and recording calls in Siebel Pharma Handheld, see Scenarios for Calls in Siebel Pharma Applications.
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