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Creating General Activities in Siebel Pharma Handheld

Sales representatives use general activities to manage time and schedule demands and to keep their manager informed of their workload. A general activity in Pharma Handheld is used to track non-call tasks such as to-do items, personal events, and correspondence.

In a typical scenario, a sales manager for a pharmaceutical company uses the Activities screen to create and track the activities on which she plans to spend her time during the next month. After scheduling a contact call with a customer, she uses the Calendar to review scheduled activities for the upcoming weeks.

This section provides procedures for adding activities from the Activities and Calendar views.