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Call Management Procedures in Siebel Pharma Handheld Applications

This topic provides the following procedures related to planning, recording, and submitting calls.

• Updating personal lists:
  • To create personal lists
• Creating, recording, and submitting contact calls:
  • To add a contact call from the Contacts view
  • To add a contact call from the Contact Calls view
  • To add a contact call from the Calendar screen
  • To apply a Smart Call template
  • To delete unused records created from the Auto Call button
  • To record information about products detailed
  • To record information about samples dropped
  • To record information about promotional items dropped
  • To record information about decision issues discussed during the call
  • To capture a signature
  • To submit a completed contact call
  • To create a call based on an existing contact call for a new contact
  • To change the contact or address of an existing call
  • To create a new Sample Drop contact call based on an existing call
• Creating, recording, and submitting account calls:
  • To add an account call from the Accounts view
  • To add an account call from the Account Call view
  • To delete unused account call records created with the Auto Call button
  • To delete unused attendee calls created with the Auto Call button
  • To enter products detailed information for an account call
  • To enter attendee information for an account call
  • To submit a completed account call