Siebel Life Sciences Guide > Planning Calls > Creating a Contact Call >

Manually Scheduling a Contact Call from the Contacts Screen

This task describes how to manually schedule a contact call from the Contacts screen.

To manually schedule a contact call in the Calls view

1. Navigate to the Contacts screen, then the Contacts List view.
2. Drill down on a contact.
3. Click the Calls tab.
4. In the Call list, create a new record and complete the necessary fields.

   NOTE:  You cannot change the call's Status field to Submitted from this view. To change the status of the call to Submitted, you must submit the call. For more information, see Recording and Submitting Contact Calls.

5. To go to the Contact Call Detail view, drill down on the date hyperlink in the Start Date field.

   The Contact Call Detail view appears.

For more information on recording calls, see Recording and Submitting Contact Calls.