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Submitting Calls for Processing


When you are satisfied that you have entered all the required information for a call and obtained the signature for samples dropped off, then you can submit the call for processing. Only calls that have a status of Planned or Signed can be submitted for processing. At least one dropped sample must be recorded for a call before you can submit the call for processing. After a call is submitted for processing, the call is locked, and you are unable to further edit or update the call.

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

To submit a call for processing

  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 list, and then tap Submit to submit the call for processing.

    The status on the call changes to Submitted, and the call is locked. The sales representative's sample inventory is decreased according to the samples and promotional items dropped off on the call. The call is closed. You can review but you cannot edit the call details.

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