Siebel Insurance Guide > Managing Call Reports > Process of Managing Call Reports >

End-User Procedures

The following list shows tasks end users typically perform when managing call reports:

• Adding Call Reports (End User)
• Creating Call Report Distribution Lists (End User)
• Associating Action Items, Notes, and Attachments with Call Reports (End User)
• Setting the Call Report Privacy Flag (End User)
• Emailing and Printing Call Reports (End User)