Siebel Life Sciences Guide > Planning Calls > Business Scenarios for Planning Calls >

Users Set Up Personal Lists

This scenario describes how end users set up and configure their personal lists. Personal lists determine which products appear in the Name drop-down lists in Siebel Life Sciences. For more information, see Personal Lists.

A sales representative has recently joined a pharmaceutical company which uses Siebel Life Sciences in the field. During her sales training, the representative's sales manager tells her that before she can record calls within the system, she must first set up her personal lists. The sales manager explains that personal lists allow for faster call reporting by limiting the number of products that appear in the application's Name drop-down lists. The sales manager then demonstrates how to add products to the sales representative's Call Products Detailed, Samples Dropped, and Promotional Items Dropped views. Following her manager's instruction, the sales representative updates all her personal lists and is ready to record call details.

The workflow for this business scenario comprises two end-user procedures:


 Siebel Life Sciences Guide 
 Published: 18 April 2003