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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.
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Siebel Life Sciences Guide Published: 18 April 2003 |