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Entering Smart Call Information (Administrator Task)


The following procedure shows you how to enter Smart Call information as an administrator.

To enter Smart Call information as an administrator

  1. Navigate to the Administration - Application screen, then the Smart Calls view.
  2. In the Smart Calls list, drill down on a Smart Call name.
  3. In the Smart Call Detail view, select any of the four lists:
    • Call Products Detailed
    • Samples Dropped
    • Promotional Items Dropped
    • Issues

      NOTE:  You might not need to enter information in every one of these lists.

  4. For the appropriate lists, create a new record and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments

    Name

    The name of the samples or promotional items dropped during the call. This field appears in the Call Products Detailed and Promotional Items Dropped lists.

    Quantity

    The quantity of samples or promotional items dropped during the call. This field appears in the Call Products Detailed and Promotional Items Dropped lists.

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