Viewing Call Planning Information

On the home page, you can view the call planning information for contacts and accounts in the calendar.

Note: Viewing calls in the calendar is similar to viewing activities in the calendar. For more information about using the calendar to view activities, see Siebel Fundamentals Guide.

To view the call planning information

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.

     Tap Contacts or Accounts to expand the corresponding contacts or accounts list.

   Note: You can perform the remaining steps in this task only in online mode.

2. On the calendar in the main pane, view the call planning information as follows:

   • Use the navigation arrows to navigate across dates and view the calls scheduled on different dates.

   • Tap Today to see the calls scheduled for today’s date.

   • Tap the Daily, Weekly, or Monthly calendar buttons to switch between the daily, weekly, or monthly view of calls scheduled.

   • Tap 2 to switch the daily display to two hourly intervals.

   • Tap 4 to switch the daily display to four hourly intervals.

     The default daily display interval is one hour.

3. On the calendar in the main pane, you can do the following:

   • To extend the duration of a call, select the border of the call and (without releasing the selection) then move the border out.

   • To move a call, select the call and (without releasing the selection) then move the call to a different time or date on the calendar.

   • To schedule a call for a contact or an account, see Scheduling Calls For Contacts and Accounts.

   • Tap a call on the calendar to drill down on and display the call details. For more information, see Displaying Call Details (Siebel Pharma).