Managing Calls for Siebel Consumer Goods

A call is a scheduled interaction that you have with a contact or an account.

The following procedures related to calls and call management are included in this topic:

• Displaying Call Details (Siebel Consumer Goods)

• Modifying Call Details

• Preparing for a Call Visit

• Starting a Call

• Ending a Call

• Modifying Activity Information for a Call

• Modifying Retail Audit Information for a Call

• Modifying Merchandising Audit Information for a Call

• Modifying Order Information for a Call

• Modifying Note Information for a Call

• Modifying Assessment Information for a Call

• Viewing Presentation Information for a Call

• Prerequisites to Viewing Presentation Informationfor a Call

• Showing Presentations for a Call

• Recording Responses to Presentations

Note: You must complete the relevant setup tasks detailed in Siebel Consumer Goods Guide and Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Consumer Goods.