Getting Started with Siebel Offline Client for Life Sciences
What's New in This Release
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Installing, Setting Up, and Synchronizing the Offline Client for Life Sciences
Overview of the Offline Client for Life Sciences
Installing the Component Applications for the Offline Client for Life Sciences
Installing the Sync Application
Installing the Sales Application
Installing the Asset Message Planner Application
Uninstalling the Sales, Sync, and AMP Applications
Authenticating Users and Synchronizing Data for the First Time
Signing On and Synchronizing Data for the First Time
About Network Connectivity Sensing and Automated Synchronization
Manually Synchronizing Data
Incremental Synchronization
Verifying Network Connectivity
Starting the Sales or AMP Application
Setting Up Siebel CRM Users for the Offline Client for Life Sciences
Navigating the User Interface
Sales Application Home Page
Contact and Account Quick Lists and Alphabet Bar
Call Plan Area
Calendar Section
Setting User Preferences
User Assistance
Planning Customer Calls
Checking the Planned Calls for Today
Displaying a Call Summary
Planning Contact Calls
Using the Quick List to Select a Contact
Creating a Search Query to Find Contacts
Creating a Contact Call from the Home Page
Preparing for a Contact Call
Planning an Account Call
Using the Quick List to Select an Account
Creating a Search Query to Find Accounts
Creating an Account Call from the Home Page
Preparing for an Account Call
Preparing an Attendee Call
Conducting Customer Calls
Conducting Calls for Contacts
Displaying the Professional Call Page
Entering or Updating Professional Call Details
Working with Samples Dropped to a Contact
Working with Promotional Items Dropped to a Contact
Working with Product Details
Reviewing Presentation Items Shown to a Contact
Recording Contact Signatures
Conducting Calls for Accounts
Displaying the Account Call Page
Entering or Updating Account Call Details
Working with Related Contact Information
Delivering a Personalized Content Delivery Presentation
About PCD Presentations
Detailer Start Page
Viewing Message Plans
Starting a Message Plan Presentation
About Message Plan Presentations
About Marking Up a Presentation
Detail Summary Page
Working with the Asset Message Planner
Working with Assets
Adding Assets to the Asset Management Palette
Selecting the Asset Types to Display
Changing Your View of the Assets
Adding or Changing Asset Details
Working with Asset Components
Controlling Access to Assets
Working with Message Plans
Reviewing Message Plans
Changing Your View of Message Plan Items
Adding or Changing Message Plan Details
Selecting a Message Plan Item for Disclosure
Controlling Access to Message Plans
Viewing Solutions for Message Plans
