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Creating an Account Call From the Activities Screen

This task describes how to create an account call from the Activities screen.

To create an account call from the Activities screen

1. Navigate to the Activities screen, then the Activity List view.
2. In the Activities list, click New Acct Call.
3. In the Account Call form, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Account	The account to be visited during this call.
   Smart Call	The Smart Call template to be associated with this call. A Smart Call is a template that you apply to contact calls that defines information about the products detailed, samples and promotional items distributed, and issues discussed on a call. Once you apply a Smart Call template to a call, you can make additional edits any fields in the Account Call Detail view. For more information on Smart Calls, see Creating Smart Calls.
   Status	The status of this call. The default value is Planned. You cannot select the value Submitted. To change the status of the call to Submitted, you must submit the call. For more information, see Recording and Submitting Account Calls.

For information on how to enter information in the Call Products Detailed, Attendees, and Activities lists, see Recording and Submitting Account Calls.

NOTE:  If you applied a Smart Call to the call (as described in Step 3), you only need to verify that all the information in the four lists is accurate.