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Creating an Account Call (End User)

End users track details about calls made on specific accounts with account call records. An account call is a type of activity record. Although users can create and display account calls on the Accounts screen, they enter details about the actual call on the Activities screen. Also, as activities, account call records can also be viewed in the Calendar screen.

For more information, entering call details see Recording and Submitting Contact Calls.

NOTE:  Before users can enter information about products detailed, attendees, and activities associated with an account call, they must set up their personal lists. For more information, see Creating a Personal List (End User).

This topic presents five different methods of creating account calls:

• To create an account call from the Activities screen
• To automatically schedule an account call using the Schedule button
• To manually schedule an account call in the Account view tab
• To create an account call using the New Call button
• To schedule an account call in the Calendar

To create an account call from the Activities screen

1. Navigate to the Activities screen > Activity List view.
2. In the Activities list, click New Acct Call.
3. In the Account Call form, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Account	The account to be visited during this call.
   Smart Call	The Smart Call template to be associated with this call. A Smart Call is a template that you apply to contact calls that defines information about the products detailed, samples and promotional items distributed, and issues discussed on a call. Once you apply a Smart Call template to a call, you can make additional edits any fields in the Account Call Detail view. For more information on Smart Calls, see Creating Smart Calls.
   Status	The status of this call. The default value is Planned. You cannot select the value Submitted. To change the status of the call to Submitted, you must submit the call. For more information, see Remaking Electronic Signatures.

For information on how to enter information in the Call Products Detailed, Attendees, and Activities lists, see Recording and Submitting Contact Calls.

NOTE:  If you applied a Smart Call to the call (as described in Step 3), you may only need to verify that all the information in the four lists is accurate.

To automatically schedule an account call using the Schedule button

1. Navigate to the Accounts screen > Accounts List view.
2. In the Accounts list, select an account and click Schedule.
3. In the Auto Schedule dialog box, review the displayed values, make any needed changes, and click OK.

NOTE:  The auto-scheduling function does not check for scheduling conflicts. Therefore, users need to verify that automatically scheduled calls do not conflict with other activities in their calendar.

To manually schedule an account call in the Account view tab

1. Navigate to the Accounts screen > Accounts List view.
2. In the Accounts list, drill down on an account.
3. Click the Calls view tab.
4. In the Calls list, create a new record, and complete the necessary fields.

NOTE:  You cannot change the Status field to Submitted from this view. To change the status of the call to Submitted, you must submit the call. For more information, see Remaking Electronic Signatures.

To enter details about the call, drill-down on the Date hyperlink in the Date field to display the Account Call Detail view.

For more information on recording calls, see Recording and Submitting Account Calls.

To create an account call using the New Call button

1. Navigate to the Accounts screen > Accounts List view.
2. In the Accounts list, drill down on an account.
3. In the More Info view tab, click New Call.

   The Account Call Detail view of the Activities screen appears. The selected account automatically appears in the Account Call form.

For more information on recording calls, see Recording and Submitting Account Calls.

To schedule an account call in the Calendar

1. Navigate to the Calendar screen > Calendar view.
2. Select either the Daily or Weekly view tab.
3. Navigate to the day on which you want to schedule the call and click New Acct Call.

   The Account Call Detail view appears.

For more information on recording calls, see Recording and Submitting Account Calls.