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Administrator Procedures

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The following administrator procedures are described in this section:

To add a Smart Call as an administrator
To enter Smart Call information as an administrator
To make a Smart Call template available to end users

By default, a Smart Call is accessible only to the user who created it. However, the Siebel administrator can make a Smart Call available to users system-wide by using the Smart Call Administration view. The administrator can also add and modify Smart Calls using the Application Administration, Smart Call Detail view.

NOTE:  Both end users and the Siebel administrator can add and modify Smart Calls using the views in the Smart Calls screen. For more information, see End-User Procedures.

To add a Smart Call as an administrator

From the application-level menu, choose View > Site Map > Application Administration > Smart Calls.
In the Smart Call form, add a record and complete the necessary fields.

Some of the fields in a Smart Call record are described in the following table.

Field	Comments
Created By Name	The user who created the Smart Call.
Expense	This amount will appear in the Cost field of the contact call or account call. For more information, see Creating a Contact Call and Creating an Account Call.
Name	Name of the Smart Call.

Enter information in the Smart Call Detail screen, as described in the next procedure.

NOTE:  Deleting a Smart Call permanently removes the Smart Call from the system. Before you delete a Smart Call, make sure that it is no longer needed. Calls that were completed using a deleted Smart Call are not affected.

To enter Smart Call information as an administrator

From the application-level menu, choose View > Site Map > Application Administration > Smart Calls.
In the Smart Calls list, drill-down on a Smart Call name.
In the Smart Call Detail view, select any of the four lists:
Call Products Detailed
Samples Dropped
Promotional Items Dropped
Issues

NOTE:  You may not need to enter information in every one of these lists.

For the appropriate lists, add a record and complete the necessary fields.

Some of the fields in the Smart Call Detail view lists are described in the following table.

Field	Comments
Name	The name of the samples or promotional items dropped during the call. This field appears in the Call Products Detailed and Promotional Items Dropped lists.
Quantity	The quantity of samples or promotional items dropped during the call. This field appears in the Call Products Detailed and Promotional Items Dropped lists.

To make the Smart Call available to users, see the next procedure.

To make a Smart Call template available to end users

From the application-level menu, choose View > Site Map > Application Administration > Smart Calls.
In the Smart Calls list, select the Smart Call that you want to make available to end users.
Click the Private field to clear the check mark.

NOTE:  Mobile end users must synchronize before they can access or modify a Smart Call.

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