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Creating General Activities in Siebel Medical Handheld

Sales representatives use general activities to manage time and schedule demands and to keep their manager informed of their workload. A general activity in Siebel Medical Handheld is used to track noncall tasks such as to-do items, personal events, and correspondence.

In a typical scenario, a sales manager for a medical device company uses the Activities screen to create and track the activities on which they plan to spend time on during the next month. After scheduling a contact call with a customer, the sales manager uses the Calendar to review scheduled activities for the upcoming weeks.

The following procedures related to adding activities from the Activities and Calendar views in Siebel Medical Handheld are included in this topic:

• Adding General Activities from the Activities View in Siebel Medical Handheld
• Adding General Activities from the Calendar View in Siebel Medical Handheld