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About Creating Activities

End users use general activities to manage their own time and keep their manager informed of their workload. Managers can also create general activities and assign them to members of their teams. The kinds of activities that end users can create in Siebel Life Sciences include:

• General. Used to track non-call and non-meeting tasks such as to-do items, personal events, and correspondence. Users can create an alert for a general activity to remind them of significant tasks or events.
• Contact call. Used to track a planned or past call activity with a contact. Users 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. Users can record products detailed, attendees, promotional items dropped, and decision issues discussed. For more information, see Recording Calls.
• Meeting. Used to track meetings, Designed to increase sales through product awareness. For more information, see Setting Up a Meeting.
• Time off territory. Used to track blocks of time that users spend on activities not directly associated with an account or contact. Examples of time off territory can include field training sessions, national sales meetings, vacations, or personal activities such as doctor's appointments. For more information on working with time off territory activities, see Tracking Time Off Territory.
• MedEd activity. Used to track and plan medical education events such as "lunch-and-learn" meetings or seminars. A MedEd event is similar to a meeting activity, but offers planning, budgeting, and cost aggregation functionality. MedEd activities are only associated with the separate Siebel MedEd module. For more information, see Process of Managing MedEd Events.

For more general information on activities, see Activities and Scenario 3: Users Create Activities.

NOTE:  End users also use the Call Activities screen to record and submit details of contact and account calls. For more information, see Recording Calls.