Siebel Life Sciences Guide > Administering and Managing Accounts in Life Sciences >
Viewing Pre-Call Information (End User)
The Pre-Call view tab is a single view that provides end users with a thumbnail view of important information related to an account. Users can access this view prior to making a call to get a summary of key information about the account they are about to visit. To view pre-call information
- Navigate to the Accounts screen > Accounts List view.
- In the Accounts list, drill down on an account.
- Click the Pre-Call view tab.
The Pre-Call view appears, displaying the lists described in the following table.
- (Optional) Select the Contact Affiliations or Activities lists, create a new record and complete the necessary fields.
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