Siebel Partner Relationship Management Administration Guide > Siebel Agent Portal > Sharing Data with Partners >

Viewing a Partner's Call Reports


Call Reports are records of meetings and conversations with clients or other organizations and individuals. Your agents can create call reports when they meet with customers. For more information about call reports, see Siebel Insurance Guide or Siebel Healthcare Guide.

To view all call reports

  1. Navigate to the Call Reports screen.
  2. From the Show list, choose All Call Reports.
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