Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Pharma > Conducting Customer Calls >

Working with Attendees for Account Calls 


An attendee is an individual who is present on a given occasion for a meeting or a phone call.

To work with attendees for an account call

  1. Tap Calls on the application banner to display the Calls list.

    The Calls list for today's date is displayed by default.

  2. Tap an account call in the Calls list.

    All details for the selected account call are displayed in the work area on the Call Details page. For more information about the call details page, see Displaying Call Details.

  3. Add attendees to the account call as follows:
    1. Tap Attendees in the work area, then the Add icon.

      The Attendees page opens showing the contacts available for selection, and it includes the following information: First Name, Last Name, Employee Flag, and Primary Specialty.

    2. Tap one or more contact records as required:
      • You can select or deselect multiple records by tapping the records.
      • Tap All Contacts to show all the contacts that are available.
      • Tap Affiliated Contacts to show only the affiliated contacts associated with the account.
    3. Tap OK when done selecting contacts.
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