Scheduling Calls for Accounts

On the home page, you can schedule calls for accounts.

Note: Scheduling calls in the calendar is similar to scheduling activities in the calendar. For more information about using the calendar to schedule activities, see Siebel Fundamentals Guide.

To schedule calls for accounts

1. Tap Side Menu and then tap Calls to display the home page, which consists of the following:

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

   • The Accounts list showing summary account information in the side pane.

2. Schedule a new account call as follows:

   1. Select an account from the Accounts list in the side pane and (without releasing the selection) then move the account onto the calendar in the main pane.

   2. Tap the new call on the calendar to open it. For more information, see Displaying Call Details (Siebel Consumer Goods).

   3. Modify the call details as required. For more information, see Modifying Call Details and Modifying Activity Information for a Call.