1. Mobile Guide: Disconnected
  2. Modifying Attendee Information for a Call

Modifying Attendee Information for a Call

Complete the following procedure to modify the attendee information for a call. An attendee is an individual who is present during a meeting or phone discussion for an account call. Attendee information applies to account calls, and not to contact calls. However, when you add an attendee to an account call, you create a contact call for the attendee.

To modify the attendee information for 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. Update an existing call attendee as follows:

    1. Tap Attendees in the list in the side pane.

      All attendees associated with the call appear in the Attendees list in the main pane.

    2. Tap the attendee that you want to update.

    3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

  4. Add an attendee to the call as follows:

    1. Tap Attendees in the list in the side pane, and then tap Add (the plus (+) icon) in the main pane.

    2. Choose one or more attendees on the list that appears, and then tap OK.

      You can perform one of the following steps to filter the records in the list:

      • Tap All Contacts to show all of the contacts that are available.

      • Tap Affiliated Contacts to show only the affiliated contacts associated with the account for the call.

      Note: The search filter for affiliated contacts is supported only in online mode.

  5. Add promotional items and samples to the call and capture a signature for the call as follows:

    1. Tap Attendees in the list in the side pane, and then drill down on the attendee Name.

    2. Add promotional items and samples to the call as required. For more information, see the following topics:

    3. Capture a signature for the call as required. For more information, see Capturing Signatures for Calls.