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Siebel Life Sciences Guide > Planning Calls > Creating an Account CallEnd users track details about calls made on specific accounts with account call records. An account call is a type of activity record. Although users can create and display account calls on the Accounts screen, they enter details about the actual call on the Activities screen. Also, as activities, account call records can also be viewed in the Calendar screen. For more information, entering call details see Recording and Submitting Contact Calls. This topic presents five different methods of creating account calls:
To create an account call from the Activities screen
For information on how to enter information in the Call Products Detailed, Attendees, and Activities lists, see Recording and Submitting Contact Calls. NOTE: If you applied a Smart Call to the call (as described in Step 3), you only need to verify that all the information in the four lists is accurate. To automatically schedule an account call using the Schedule button
NOTE: The auto-scheduling function does not check for scheduling conflicts. Therefore, users must verify that automatically scheduled calls do not conflict with other activities in their calendar. To manually schedule an account call in the Account view tab
NOTE: You cannot change the Status field to Submitted from this view. To change the status of the call to Submitted, you must submit the call. For more information, see Remaking Electronic Signatures. To enter details about the call, drill-down on the Date hyperlink in the Date field to display the Account Call Detail view. For more information on recording calls, see Recording and Submitting Account Calls. To create an account call using the New Call button
For more information on recording calls, see Recording and Submitting Account Calls. To schedule an account call in the Calendar
For more information on recording calls, see Recording and Submitting Account Calls. |
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