Siebel Life Sciences Guide > Planning Calls > Creating an Account Call >

Manually Scheduling an Account Call in the Accounts View

This task describes how to manually schedule an account call in the Accounts view.

To manually schedule an account call in the Account view

1. Navigate to the Accounts screen, then the Accounts List view.
2. In the Accounts list, drill down on an account.
3. Click the Calls tab.
4. In the Calls list, create a new record and complete the necessary fields.

NOTE:  You cannot change the 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 Account Calls.

To enter details about the call, drill-down on the Date hyperlink in the Date field to display the Account Call Detail view.

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