Updating Calls in the Call Planning Screens

Sales representatives use the Call Planning screens to update calls and report completed calls. Information for Products Detailed and Samples Dropped is displayed after the Call Planning calendar grid (Gantt Chart) for the currently selected Call record. A sales representative can quickly and easily update this information before submitting the completed call all within the same Call Planning screen.

Note: The following procedure shows you how to update calls in the Accounts Contacts Call Planning view, but the procedure is similar when using the Account Call Planning or Contact Call Planning view.

To update call records in the Call Planning screens

1. Navigate to the Calendar screen, then the Accounts Contacts Call Planning view.

2. In the Accounts Contacts Call Planning view, single click on a previously created Call record in the calendar grid.

3. The application displays the selected Call record in the form on the calendar grid.

4. Update the fields in the form for the completed Call as necessary.

5. In the Products Detailed applet, enter a value in the Priority column for each Product detailed during the Call. All other Product Detailed records will be deleted when the Call is submitted.

6. If Samples were dropped during the call, then in the Samples Dropped applet, specify a lot number and quantity for the dropped samples.

7. If Samples were dropped, enter a Signature before you submit the call.

8. Click Submit to submit the call.