Siebel Life Sciences Guide > Managing Account Contacts in Life Sciences >
Switching to Reporting Mode in the Account 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
- Navigate to the Calendar screen, then the Accounts Contacts Call Planning view.
- Click Go to reporting mode.
- Report the call information:
- Select the call from the list.
- Enter product details.
- The Start Date field will be pre-populated with the current date. Change it to a different date, where appropriate.
- Enter the number of minutes in the Duration field.
- Enter any decision issues in the Decisions Issues field.
- Select a status from the Status list.
- Enter any additional comments in the Comments field.
- Click Submit to submit the call.
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