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Example Workflow for Planning Calls

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This section details sample tasks often performed by end-users when planning calls. Your company may follow a different workflow according to its business requirements.

The following list shows tasks end users typically perform when planning contact and account calls:

Set up and update their personal lists. Personal lists determine which products appear in the Call Detail views in Siebel Life Sciences. For more information, see Users Set Up Personal Lists.
Optional: Create and apply target lists. Using target lists users can query for accounts or contacts and then apply those lists to other views within the application. For more information, see Users Create Target Lists.
Optional: Create route plans. Route plans are groups of accounts sorted by location. Once created, users can use route information to schedule calls. For more information, see Users Define Route Plans.
Optional: Add general activities, set up meetings, and create calls. Activities allow users to manage their own time, keep their manager informed of their workload, and track expenses. For more information, see Users Create Activities.
Create contact and account calls. For more information, see Creating a Contact Call and Creating an Account Call.

NOTE:  As soon as end users set up their personal list, they can record calls. For more information, see Recording Contact Calls and Recording Account Calls.

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