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Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld > Planning and Recording Calls >

Call Management Procedures

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This section provides the following procedures related to planning, recording, and submitting calls.

Updating personal lists:
To create personal lists
Creating, recording, and submitting contact calls:
To add a contact call from the Contacts view
To add a contact call from the Contact Calls view
To apply a Smart Call template
To delete unused records created from the Auto Call button
To record information about products detailed
To record information about samples dropped
To record information about promotional items dropped
To record information about decision issues discussed during the call
To capture a signature
To submit a completed contact call
Creating, recording, and submitting account calls:
To add an account call from the Accounts view
To add an account call from the Account Call view
To delete unused account call records created from the Auto Call button
To enter products detailed information for an account call
To enter attendee information for an account call
To submit a completed account call

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