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Siebel Life Sciences Guide > Creating Smart Calls > Creating a Smart Call (End-User Task)By default, a newly created Smart Call is private; that is, it is available only to the user who created it. The Siebel administrator can make a Smart Call available to users. For more information, see the procedure Making Smart Call Templates Available To End Users. NOTE: For account calls where attendees are specified, users can also apply a Smart Call to each of the attendees. For more information, see the Smart Call field descriptions in Creating a Contact Call and Creating an Account Call. To create a Smart Call as an end user
Enter information in the Smart Call Detail view as described in the next procedure. NOTE: Deleting a Smart Call permanently removes the Smart Call from the system. Before you delete a Smart Call, make sure that it is no longer needed. Calls that were completed using a deleted Smart Call are not affected. |
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