This chapter describes how to plan account and contact calls in Siebel Pharma. It includes the following topics:

• About Planning Account and Contact Calls in Pharma
• Tools for Planning Account and Contact Calls
• Scenario 1: Users Create Target Lists
• Scenario 2: Users Define Route Plans
• Scenario 3: Users Create Activities
• Process of Planning Calls
• Creating and Applying Target Lists
• About Defining a Route Plan
• Creating a Route
• Adding Accounts to a Route
• Using a Route to Schedule Calls
• About Creating Activities
• Creating a General Activity
• Creating a General Activity in the Calendar
• Setting Up a Meeting
• Creating a Contact Call
• Creating an Account Call