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Managing Contacts with Siebel Pharma Handheld

A contact is typically a physician, nurse, pharmacist or other medical professional. In a more general sense, a contact is any individual a pharmaceutical company deems significant to their business process, such as a formulary director, contracts administrator, or medical education event speaker.

Sales representatives use Pharma Handheld to add and update contact profile information which may include adding new contacts, creating new contact addresses, tracking affiliations between contacts and accounts, recording the best times to call on a contact, transcribing relevant notes, and viewing prescription data.

This section describes how to manage contact information using all of the views accessible from the Contacts screen's Show drop-down list, except for Calls and Activities. The following contact management procedures are included in this section:

• Adding Contacts in Pharma Handheld
• Adding Contact Addresses in Pharma Handheld
• Adding and Editing License Information in Pharma Handheld
• Specifying the Best Time to Call on a Contact in Pharma Handheld
• Adding Private or Shared Notes About a Contact in Pharma Handheld
• Indicating Affiliations Between Contacts and Accounts in Pharma Handheld
• Viewing Prescription Data in Pharma Handheld

For information on the Calls and Activities views, see Creating Contact Calls in Pharma Handheld or Creating General Activities in Siebel Pharma Handheld.