Siebel Life Sciences Guide > Administering and Managing Accounts in Life Sciences > Process of Managing Accounts >
Viewing Pre-Call Information
The Pre-Call view is a single view that provides end users with a thumbnail view of important information related to an account. Users can access this view prior to making a call to get a summary of key information about the account they are about to visit. This task is a step in Process of Managing Accounts. To view pre-call information
- Navigate to the Accounts screen, then the Accounts List view.
- In the Accounts list, drill down on an account.
- Click the Pre-Call tab.
The Pre-Call view appears, displaying the lists described in the following table.
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Product Sales |
Product sales information associated with the account. |
Contact Affiliations |
Lists all contacts affiliated with the account. This list can also be populated in the Contact Affiliations view. For more information, see Indicating an Affiliation Between an Account and a Contact. |
Activities |
Features a historical list of all activities associated with the account. For more information on working with activities, see About Creating Activities. |
- (Optional) Select the Contact Affiliations or Activities lists, create a new record and complete the necessary fields.
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