Siebel Life Sciences Guide > Planning Calls > End-User Procedures >

Creating an Account Call

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 Account 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.

To add an account call from the Activities screen

  1. Navigate to the Activities screen.
  2. From the Show drop-down list, select My Activities.
  3. In the Activities list, click New Acct Call.
  4. In the Account Call form, add a record and complete the necessary fields.

    5. Some of the fields in the Account Call record are described in the following table.

    Field
    Comments
    Account
    The account to be visited during this call. Make a selection from the Pick Account dialog box.
    Click the select button to choose an account and then click OK.
    Cost
    Enter a cost if you want to include the call in an expense report generated by Siebel Expenses. Also do the following before submitting the call:
    • Specify the actual start time for the call.
    • Check the Expense flag for the call in the My Activities view. For more information, see Adding a General Activity.
    Site
    A unique location identifier that distinguishes this account from any other accounts with the same name.
    Smart Call
    The Smart Call template to be associated with this call. Make a selection from the Pick Smart Call dialog box.
    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.
    Users can apply a Smart Call that includes products not included in their personal lists. Keep in mind, however, that users who do this will see a warning message. To continue and apply the Smart Call template, click OK.
    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 To submit a completed account call.

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

NOTE:  If you applied a Smart Call to the call (as described in Step 4), 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.
  2. From the Show drop-down list, select My Accounts.
  3. In the Accounts list, select an account and click Schedule.

    4. The Auto Schedule dialog box appears, displaying the date range specified on the best-times-to-call information on the Account Profile view tab.

  4. 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.
  2. From the Show drop-down list, select My Accounts.
  3. In the Accounts list, select an account.

    4. NOTE:  When selecting an account, do not click a hyperlink (underlined field), or you will go to another view.

  4. Click the Calls view tab.
  5. In the Calls list, add a 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 To submit a completed account call.

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 Account Calls.

To add an account call using the New Call button

  1. Navigate to the Accounts screen.
  2. From the Show drop-down list, select My Accounts.
  3. In the Accounts list, select an account.

    4. NOTE:  When selecting an account, do not click a hyperlink (underlined field), or you will go to another view.

  4. In the More Info view tab, click New Call.

    5. 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 Account Calls.

To schedule an account call in the Calendar

  1. Navigate to the Calendar screen.
  2. From the Show drop-down list, select My Calendar.

    3. The My Daily Calendar view appears, displaying the current date.

  3. Select either the My Daily or My Weekly view tab.
  4. Navigate to the day on which you want to schedule the call and click New Acct Call.

    5. The Account Call Detail view appears.

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


 Siebel Life Sciences Guide 
 Published: 18 April 2003