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

Conducting Calls for Contacts

You can manage a customer contact call from the Professional Call page, which includes a number of tabbed views:

• Call Details. Displays the Call Detail page, where you can record specific information about the call. The Call Details page is displayed by default.
• Samples. Displays the Samples page, where you can manage information on product samples that you might drop to the contact.
• Promo Items. Displays the Promotional Items page, where you can manage information on promotional items that you might drop to the contact.
• Detail Products. Displays the Detail Products page, where the product details reviewed with a customer are maintained.
• Presentations. Displays a presentation that shows the product details to a contact.

The following buttons appear at the bottom of the Professional Call:

• Launch Detailer. Displays the Detailer Start page with the Personal Content Delivery presentation. For detailed information on using the Detailer 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.
• Get Signature. Displays the signature capture function.

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

  • There is no appointment scheduled.
  • The appointment has been signed or submitted.
  • The appointment due date is not today's date.
  • There are no samples dropped.
• 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.
  • 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.