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Entering Smart Call Information (End-User Task)

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

To enter Smart Call information as an end user

1. Navigate to the Smart Calls screen.
2. In the Smart Calls list, drill down on a Smart Call.
3. Click the Smart Call Detail tab.
4. Make sure that the correct Smart Call appears in the Smart Call form.
5. Select any of the four lists in the Smart Call Detail view:
   • Call Products Detailed
   • Samples Dropped
   • Promotional Items Dropped
   • Issues

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

6. 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.

   NOTE:  To protect system integrity and to make sure users enter the correct information, users cannot enter dates and reference numbers for samples with Smart Calls. For more information on entering information on dropped samples, see Recording and Submitting Contact Calls and Recording a Contact Call for a Different Contact at the Time of Signature Capture.