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Tracking the Best Calling Times

To record and track the best time to call on a contact (typically, a physician or another health care provider), complete the following procedure to add the best calling time. Creating this record allows you to track when a contact is available at a given address.

A contact record can contain zero or more best times to call, and it can have many addresses, each of which might contain zero or more best times to call. A contact call must have at least one address selected, and the information about the best times to call must be available for display to the sales representative for that contact at the selected address.

NOTE: You might need to add the Contact Best Times section to your Contact Detail page or Contact Call Detail page. For information about personalizing Detail page layouts, see Changing Your Detail Page Layout. If the Contact Best Times section is not available to add to your page layout, then contact your company administrator.

NOTE: The Contact Best Times feature is available only in Oracle CRM On Demand Life Sciences Edition.

To track the best calling time

  1. From the Contact Detail page, scroll to the Contact Best Times section, and click New.
  2. Complete the fields described in the following table.

    Field

    Description

    Day

    The planned day of the call, for example, Monday. Use the picklist to select a day. (Required)

    Start Time

    The planned start time for the call, for example, 11:00 a.m. (Required)

    End Time

    The planned end time for the call, for example, 1:00 p.m. or 13:00. (Required)

    Comments

    A description of the call.

    Address

    The address of the contact. Use the Lookup selector to choose the address. (Required)

  3. Save the record.

    When you create the best call time for the contact, Oracle CRM On Demand also adds the call time to the Contact Best Times section in the Contact Call Detail page for the contact. You can track, but not create, a best call time record from the Contact Call Detail page.

  4. To update the fields for the best call time, click Edit for the best call time record in the Contact Detail page.

    You can view the best call time details by clicking the Day field on any record in the Contact Best Times section on the Contact Detail page.


Published 1/9/2017 Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices.