Creating a New Sample Drop Contact Call By Using an Existing Call

The following procedure shows you how to use an existing call to create a new sample drop contact call.

To create a new Sample Drop contact call by using an existing call

1. Click Cancel on Signature Capture view.

2. Click New Sample Drop in the Contact Call Detail view.

   The Pick Contact Applet is displayed. You can query All Contacts, Affiliated Contacts, and By Location to find the relevant contacts.

3. Select a contact from the list, and click Pick And Sign to navigate back to the Signature Capture view.

   Note: The sample drop records are copied when the user clicks New Sample Drop. The details, promotional items, and decision issues are not copied over.

4. Save the signature of the contact.

   This action decrements the inventory and creates sample transaction history records.