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Process of Recording Calls

This example process represents the tasks that are carried out in the Scenario for Recording Calls. Your company might follow a different process according to its business requirements.

1. (Optional) Recording Marketing Responses in Contact Calls. (Requires Siebel Pharma Campaigns.)
2. Recording and Submitting Contact Calls.
3. Recording a Contact Call for a Different Contact at the Time of Signature Capture.
4. Remaking Electronic Signatures. If you are using electronic signature capture and you discover after submitting a call that a professional signed the wrong receipt, you can re-create the receipt.

For more information on planning calls and setting up meetings, see Planning Calls and Setting Up a Meeting.