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

Working with Samples-Dropped Records for Calls


You can add, review, update, or remove the samples-dropped records for a contact call or an attendee call with a status of In Progress before submitting the call for processing. Only sample products that meet the following criteria are available for dropping off at a customer location:

  • The products have been allocated to the sales representative.
  • The products are available in the sales representative inventory.
  • The products are active on the current date.

To work with samples-dropped records for a 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 a call in the Calls list.

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

  3. Add new samples-dropped records for the call as follows:
    1. Tap Samples Dropped in the work area, and then Add.

      The Sample Drops page opens showing the sample products that are available for dropping off at a customer location and includes the information shown in the following table.

      Field Name
      Description

      Name

      The product name. This is a read-only field.

      Lot Number

      The lot number. This is a read-only field.

      Expiry Date

      The date that the sample product expires. This is a read-only field.

      Quantity

      The quantity of the sample to be distributed. This field is required if you are adding a new samples-dropped line item for a call.

    2. Enter a value in the Quantity field for each sample product that you want to drop off, and then tap OK.
    3. Tap Edit to update an existing record as required, then tap Save when finished.
    4. To remove a record, swipe over the record that you want to delete, and then tap Delete.
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