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Reporting Calls in the Weekly Call Planning Screen

Sales representatives can use the Weekly Call Planning screen to also report completed calls. Information for Products Detailed and Samples Dropped is displayed below the Weekly Call Planning Calendar for the currently selected Call record. A sales representative can quickly and easily update this information before submitting the completed call all within the same Calendar Call Planning screen.

To update call records in the Call Planning screen

1. Navigate to the Calendar screen, then the Accounts Contacts Call Planning view.
2. In the Accounts Contacts Call Planning screen, single click on a previously created Call record in the Weekly Calendar grid.
3. The application displays the selected Call record in the form below the Weekly Calendar grid.
4. Update the fields in the form for the completed Call as necessary.
5. In the Products Detailed list below the form, enter a value in the Priority column for each Product detailed during the Call. All other Product Detailed records will be deleted when the Call is submitted.
6. If Samples were dropped during the call, then in the Samples Dropped list below the form, specify a lot number and quantity for the dropped samples.
7. If Samples were dropped, enter a Signature before you submit the call.
8. Click Submit to submit the call.