Siebel Life Sciences Guide > Managing Accounts Contacts in Life Sciences >

Switching to Reporting Mode in the Accounts Contacts Call Planning Screen

Sales representatives can use the Accounts Contacts Call Planning screen to switch to reporting mode. A sales representative can quickly and easily switch modes by clicking one button.

To switch to reporting mode and submit calls

1. Navigate to the Calendar > Accounts Contacts Call Planning view.
2. Click Go to reporting mode.
3. Report the call information:
   1. Select the call from the list.
   2. Enter product details.
   3. The Start Date field will be pre-populated with the current date. Change it to a different date, where appropriate.
   4. Enter the number of minutes in the Duration field.
   5. Enter any decision issues in the Decisions Issues field.
   6. Select a status from the Status list.
   7. Enter any additional comments in the Comments field.
4. Click Submit to submit the call.