Recording and Submitting Account Calls

End users track details about calls made on an account with account call records. Although users can create and display account calls on the Accounts screen, they enter details about the actual call on the Activities screen. To record an account call, users must complete the following procedures:

• Display the Account Call Detail view

• Enter information on products detailed

• Enter attendee information (the names of contacts met and any samples dropped)

• Obtain signatures for dropped samples

• Enter information about any activities related to the call (optional)

• Submit the call

This task is a step in Process of Completing Call Activities.

To record and submit account calls

1. Display the account call in the Account Call Detail view, for example, in one of the following ways:

   • Navigate to the Activities screen, then the Activities List view, and drill down on a planned account call activity.

   • Navigate to the Accounts screen, then the Accounts List view, drill down on an account, click the Calls tab, and drill down on the call.

     Note: For more information on scheduling and creating account calls, see Creating an Account Call.

2. In the Call Products Detailed list, create a new record for each product detailed during the call and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Indication	The purpose or therapeutic area for which a drug is designed.
   Priority	Priority of this product relative to others discussed during the call. Note: This field can be configured to automatically assign 1 to the first record and then sequentially number each additional record. For more information, see Siebel Pharma Developer’s Reference.
   Product	The product detailed during the call.

3. For each contact and employee who attended the account call: Create a new record in the Attendees list and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Name	The Add Attendees dialog box displays both contacts and employees. Affiliated contacts are those associated with the account. For more information, see Indicating an Affiliation Between an Account and a Contact.
   Samples Dropped	Remember to specify quantity and lot number (if required).
   Sample Reference Number	Reference number for any samples dropped. This reference number becomes the transaction number (Transaction # field) for a samples transaction corresponding to this call. For information on samples transactions, see Managing Pharma Samples.

   The application creates an attendee call record (similar to a contact call) for each contact you include as an attendee of the account call. These attendee call records are child records of the account call and appear in the Activities screen under each contact’s name.

4. Drill down on the Name field for each attendee added to the account call.

5. In the Contact Call Detail view:

   1. Enter any further information such as promotional items dropped and issues discussed.

   2. Obtain a paper or an electronic signature for the dropped samples.

      For more information, see Step 7 or Step 8 in the topic Recording and Submitting Contact Calls.

6. Return to the parent account call in the Account Call Detail view by clicking the back button.

7. In the Activities applet, add any general activities records for the call, such as a reminder to send information about an upcoming medical education event.

8. Verify that all information entered is correct and click Submit.

   Note: Once you submit a call, you cannot delete the call nor modify any fields except the Comment field.
   Caution: If you are a mobile user, submit your calls before connecting to the server, and then synchronize. Mobile users should not submit calls while connected to the server or they run the risk of introducing errors into their inventory counts.