Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Consumer Goods >

Performing Daily Tasks

The following are tasks that a field representative typically performs during a workday. The tasks are presented in the approximate order in which a field representative would perform them.

1. Before you start your calls for the day, review and check the calls that are scheduled.

   For more information, see the following topics:

   • Checking the Calls for Today
   • Displaying Call Details
2. When you arrive at a call destination, review the call information, required activities, optional activities, and all other call related information.

   For more information, see the following topics:

   • Starting a Call
   • Adding or Updating the Activities for a Call
3. One of your assigned activities might be to conduct a retail audit or a merchandising audit.

   For more information, see the following topics:

   • Adding or Updating Retail Audit Information for a Call
   • Adding or Updating Merchandising Audit Information for a Call
4. After you have completed a retail audit, you can generate an order to restock the customer. When complete, the order is transmitted to the distributor for fulfillment.

   For more information, see the following topics:

   • Adding or Updating Orders for a Call
   • Managing Orders for Siebel Consumer Goods
5. When done with the call, you can enter notes about the visit, and optionally defer any activity that could not be completed during this visit or enter assessment information for the call.

   For more information, see the following topics:

   • Ending the Call
   • Adding or Updating Notes for a Call
   • Adding or Updating Assessment Information for a Call

NOTE:  You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Sales.