Getting Started with Siebel Offline Client for Life Sciences > Conducting Customer Calls >

Conducting Calls for Accounts

You can manage a customer account call from the Account Call page, which includes a number of views:

• Call Details. Displays the Call Detail page, where you can record specific information about the call. The Call Details page appears by default.
• Attendees (for Siebel CRM). Displays the Attendees table for the account.

  NOTE:  Attendees are the people attending a meeting or participating in a call.

• Detail Products. Displays the Detail Products page, where additional product details are maintained.

The following buttons are available along the bottom of the Call page:

• Launch Detailer. Displays the Detailer Start page with the Personal Content Delivery presentation. For detailed information on PCD presentations, see Delivering a Personalized Content Delivery Presentation.

  By default, Launch Detailer is inactive if any of the following conditions apply:

  • There is no appointment scheduled.
  • The appointment has already been submitted.
  • There is no contact assigned to this account call.
• Submit. Changes the activity status to Submitted, and prevents further editing of the Call page.

  By default, Submit is inactive if any of the following conditions apply:

  • There is no appointment scheduled.
  • The appointment has been submitted already.
  • There is no contact assigned to this account call.
  • The appointment due date is in the future.
  • There are no detail products.
  • One or more dropped samples exist but do not have a signature.