Siebel Life Sciences Guide > Creating Smart Calls > End-User Procedures >

About Applying a Smart Call Template to a Call

Users apply a Smart Call template by making a selection from the Smart Call field in the Contact Call Detail and Account Call Detail views. For more information, see the field descriptions in To add a contact call from the Activities screen and To add an account call from the Activities screen.

NOTE:  Once a user applies a Smart Call template to a call, they can make additional edits to any fields in the current view.


 Siebel Life Sciences Guide 
 Published: 18 April 2003