This chapter covers the following topics:

• About Planning Calls in Pharma
• Tools for Planning Calls
• Scenario 1: Users Set Up Personal Lists
• Scenario 2: Users Create Target Lists
• Scenario 3: Users Define Route Plans
• Scenario 4: Users Create Activities
• Process of Planning Calls
• Creating a Personal List (End User)
• Creating and Applying Target Lists (End User)
• About Defining a Route Plan (End User)
• Creating a Route (End User)
• Adding Accounts to a Route (End User)
• Using a Route to Schedule Calls (End User)
• About Creating Activities
• Creating a General Activity (End User)
• Creating a General Activity in the Calendar (End User)
• Setting Up a Meeting (End User)
• Creating a Contact Call (End User)
• Creating an Account Call (End User)
• About Features for Call Planning Specific to the Japanese Pharmaceutical Market
• Managing the PMS and Pre-Explain PMS Features
• Managing the PID Feature