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Planning Calls in the Call Planning Screens

Japanese sales representatives generally plan their Account Contact calls a week or more at a time. For ease of viewing and editing, they prefer to use a calendar that displays Accounts Contacts on the vertical axis and days of the week along the horizontal axis. The Accounts Contacts Call Planning screen enables sales representatives to easily view and plan their Account-Contact calls. Users can double-click any of the cells within the calendar grid (Gantt Chart) to easily and quickly create a call record for an Account-Contact on a given day of the week or month.

From the following Call Planning screens, sales representatives can see whether other sales representatives have also scheduled calls for a particular Account-Contact, Account, or Contact which allows Sales teams to plan their joint sales efforts more effectively:

• Account Contacts Call Planning
• Account Call Planning
• Contact Call Planning

Managers can also view the planned and completed Sales calls for all of their direct reports, allowing them to better monitor Sales Representatives' activities and suggest any changes as needed.

The calls displayed on the Call Planning screens are color-coded, so that sales representatives can monitor the status of a particular activity. When a call is submitted, the activity color is automatically refreshed, and the record is locked.

To plan a call in the Call Planning screens

1. Navigate to the Calendar screen, then one of the following views as required:
   • Accounts Contacts Call Planning
   • Account Call Planning
   • Contact Call Planning
2. In the weekly Calender grid, double-click the intersection cell corresponding to the (Account Contact, Account, or Contact) record on the Day for which you want to create the Call record.
3. The application creates a Call detail record and displays it in the applet below the Call Planning calendar (Gantt Chart).

   For example, the application creates one of the following Call detail records:

   • Account-Contact Call detail record
   • Account Call detail record
   • Contact Call detail record

     After an activity is created for a given contact or account, the name of the contact or account is displayed on the activity that appears on the calendar (Gantt Chart) in Siebel Open UI.

     Calls created in this manner have the following characteristics:

   • Account and/or contact name. The account name and/or contact name corresponding to the (account-contact, account, or contact) record selected.
   • Start date and time. The day corresponding to the day selected on the calendar (Gantt Chart). The time for all calls scheduled on this view is set to the start of the work day, as entered on the User Profile Calendar View.

     Some of the fields displayed in the List portion on the left-hand side of the Call Planning calendar grid (Gantt Chart) are described in the following table.

     Field	Comments
     Account	The name of the Account (for Account Contact Call Planning).
     Name	Displays the name of the Contact (for Account Contact or Contact Call Planning) or Account (for Account Call Planning). If you click the Name link, the Contact Details screen is displayed showing details of the call contact.
     Sales Rep	The Sales Representative position associated to the Account Contact, Account, or Contact record.
     Primary Speciality	Primary speciality of the contact (for Contact Call Planning).

     The buttons available above the Call Planning calendar grid (Gantt Chart) are:

     Button	Comments
     2	Switches the daily display to two hourly intervals. The default daily display interval is one hour.
     4	Switches the daily display to four hourly intervals. The default daily display interval is one hour.
     Day	Shows the daily view of calls scheduled.
     M/D	Switches between the daily and monthly view of calls scheduled.
     Save Template	Saves all the calls to a template for all current Account Contact records between a Start and Finish date set by the user.
     Apply Template	Applies a selected template from a start date set by the user. The template is applied to the same day for which it is saved. For example, if you save a template from August 8-9 (the start date is August 8), and then apply the template on August 13, then the template is applied to the nearest (start-to-end date), which is August 14-15.
     Go to Reporting	Switches to reporting mode. For more information, see Switching to Reporting Mode in the Account Contacts Call Planning Screen. NOTE:  This button is available in the Accounts Contacts Call Planning view only.