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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

1. Navigate to the Smart Calls screen.
2. In the Smart Calls list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Created By Name	The user who created the Smart Call.
   Expense	This amount will appear in the Cost field of the contact call or account call. For more information, see Creating a Contact Call and Creating an Account Call.
   Name	Name of the Smart Call.

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.