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Mass Call Planning

You can create a planned call for one or more customers in the following ways:

  • From the Account Detail or Contact Detail page with a status of Planned.

    For more information about creating a planned call for a customer from the Account Detail or Contact Detail page, see Tracking Visits (Sales Calls) to Customers.

  • From the Account List or Contact List page using the mass call planning feature.

    For more information about creating a planned call for multiple customers from the Account List or Contact List page using the mass call planning feature, see the following procedures.

When planning calls, note the following:

  • When the status of your call is set to Planned, the call appears on the Calendar highlighted in red font and in the Planned Calls section on the Calendar page.

    The Planned Calls section on the Calendar page lists up to two weeks of planned calls in chronological order for the sales representative and displays the following information for each planned call: call date and start time, time of day, subject, contact to be visited, and other contact address information.

    The color coding used in the Planned Calls section on the Calendar page is as follows:

    • Overdue planned calls with a start time that is in the past appear in red font.
    • Upcoming planned calls with a start time that is in the future appear in blue font.

      NOTE: To see planned calls on the Calendar and the Planned Calls section on the Calendar page, your user role must include the Calls: Calendar Planned Calls privilege.

  • When the status of your call is set to anything other than Planned, the call appears on the Calendar highlighted in blue font.

You can create a planned call for up to 25 customers by using the mass call planning feature in Oracle CRM On Demand. Use the following procedure to create a planned call for multiple contacts.

To create a planned call for multiple contacts at one time

  1. Go to the Contacts Homepage.
  2. Select the contact list that you want in the Contact Lists section of the page.
  3. On the Contact List page, click Menu, and select Mass Call Planning.
  4. On the Planned Calls page, enter the following information for each contact that you want to include in your mass call plan:
    • Enter the day of the week that you plan to call.

      The valid options are: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday.

    • Enter the best time to call.

      The valid options are: Early Morning (7 to 9 am), Morning (9 to 11 am), Mid Day (11 am to 1 pm), Early Afternoon (1 to 3 pm), Afternoon (3 to 5 pm), Early Evening (5 to 7 pm), Late Evening (7 to 9 pm), and Late Night (9 to 11 pm).

  5. Click Finish.

    On the Calendar page, all the planned calls are now visible on the Calendar in red font and in the Planned Calls section of the page, provided your user role includes the Calls: Calendar Planned Calls privilege. An information message displays above the Calendar indicating the number of planned calls that were created.

  6. Click the appropriate link on the Calendar or the appropriate Subject link in the Planned Calls section of the Calendar page to open the Call Detail page.

    The following field data is filled in automatically for each new call record created through mass call planning:

    • The Status field has a value of Planned.
    • The Start Date has a value that combines the Day of the Week and Best Time to Call.
    • The End Date field has a value equal to the Start Date plus 30 minutes.
    • The Subject field has a value of Professional Call plus the Contact Name for calls created from the Contact List, or Account Call plus the Account Name for calls created from the Account List.
    • The Type field has a value of Call.
  7. Enter or update the information in the remaining fields on the Call Detail page as required.

    For example, to populate the new call record with information from an existing smart call template, click the Lookup icon next to the Smart Call field, and select the smart call.

    For more information about the fields on the Call Detail page, see Tracking Visits (Sales Calls) to Customers.

  8. If required, add line items to the call record, and then click either Save as a Private Smart Call or Save as a Public Smart Call.

    You can link product detailed information, samples dropped information, and promotional items to the call record. For more information about adding line items to a call record, see Tracking Visits (Sales Calls) to Customers.

Use the following procedure to create a planned call for multiple accounts.

To create a planned call for multiple accounts at one time

  1. Go to the Accounts Homepage.
  2. Select the account list that you want in the Account Lists section of the page.
  3. On the Account List page, click Menu, and select Mass Call Planning.
  4. On the Planned Calls page, enter the following information for each account that you want to include in your mass call plan:
    • Enter the day of the week that you plan to call.

      The valid options are: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday.

    • Enter the best time to call.

      The valid options are: Early Morning (7 to 9 am), Morning (9 to 11 am), Mid Day (11 am to 1 pm), Early Afternoon (1 to 3 pm), Afternoon (3 to 5 pm), Early Evening (5 to 7 pm), Late Evening (7 to 9 pm), and Late Night (9 to 11 pm).

  5. Click Finish.

    On the Calendar page, all the planned calls are now visible on the Calendar in red font and in the Planned Calls section of the page, provided your user role includes the Calls: Calendar Planned Calls privilege. An information message displays above the Calendar indicating the number of planned calls that were created.

  6. Click the appropriate link on the Calendar or the appropriate Subject link in the Planned Calls section of the Calendar page to open the Call Detail page.

    The following field data is filled in automatically for each new call record created through mass call planning:

    • The Status field has a value of Planned.
    • The Start Date has a value that combines the Day of the Week and Best Time to Call.
    • The End Date field has a value equal to the Start Date plus 30 minutes.
    • The Subject field has a value of Professional Call plus Contact Name for calls created from the Contact List, or Account Call plus Account Name for calls created from the Account List.
    • The Type field has a value of Call.
  7. Enter or update the information in the remaining fields on the Call Detail page as required.

    For example, to populate the new call record with information from an existing smart call template, click the Lookup icon next to the Smart Call field, and select the smart call.

    For more information about the fields on the Call Detail page, see Tracking Visits (Sales Calls) to Customers.

  8. If required, add line items to the call record, and then click either Save as a Private Smart Call or Save as a Public Smart Call.

    You can link product detailed information, samples dropped information, and promotional items to the call record. For more information about adding line items to a call record, see Tracking Visits (Sales Calls) to Customers.

Related Topics

See the following topics for related information:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.