Siebel Medical Handheld Guide > Using Siebel Medical Handheld >

Creating General Activities in Siebel Medical Handheld

Sales representatives use general activities to manage time and schedule demands and to keep their manager informed of their workload. A general activity in Medical Handheld is used to track noncall tasks such as to-do items, personal events, and correspondence.

In a typical scenario, a sales manager for a medical device company uses the Activities screen to create and track the activities on which she plans to spend her time during the next month. After scheduling a contact call with a customer, she uses the Calendar to review scheduled activities for the upcoming weeks.

This section provides procedures for adding activities from the Activities and Calendar views. The following activity management procedures are included in this section:

• Adding General Activities From The Activities View in Medical Handheld
• Adding General Activities From the Calendar View in Medical Handheld