Adding Literature Information to a Call

Complete the following procedure to add literature information to a call. Literature information includes sales and marketing literature, such as product brochures, technical reference papers, and data sheets. The following file types are supported: GIF, JPEG, JPG, MP4, PDF, PNG, HTML, and ZIP.

Note: For more information about literature in Siebel CRM, see the chapter about literature administration in Siebel Applications Administration Guide.

To add literature information to a call

1. Tap Side Menu and then tap Calls to display the following:

   • The calendar showing the call planning information in the main pane.

   • The Contacts and Accounts list in the side pane.

2. Tap a call on the calendar in the main pane to open it and display the following:

   • The details for the selected call in the main pane.

   • A list in the side pane in which you can select the related items for the call.

3. Add literature to the call as follows:

   • Tap Literature in the list in the side pane.

     All literature associated with the call appears in the Literature list in the main pane.

   • Tap Add (the plus (+) icon) in the main pane, choose the literature item on the list that appears, and then tap OK.