Planning and Preparing for Customer Calls
Sales representatives typically perform the following tasks when planning and preparing for customer calls:
Check the appointments and review the route for the day. For more information, see Viewing Call Planning Information and Displaying Location Details in Siebel Mobile.
Review the notifications list. For more information, see Reviewing Notification Messages in Siebel Mobile.
Prepare for contact calls and perform precall planning tasks (such as, reviewing the associated contact relationships and the best call times for the contact) as follows:
- Review, modify, and create new contacts as required. For more information, see the following:
Review, modify, and create new contact calls as required. For more information, see Modifying Call Information for a Contact.
Review and modify as required the contact’s associated addresses, best call times, state license, affiliated accounts, contact relationships, and attachments. For more information, see the following:
Prepare for account calls and perform precall planning tasks (such as, reviewing the associated account relationships) as follows:
- Review, modify, and create new accounts as required. For more information, see the following:
Review, modify, and create new account calls as required. For more information, see Modifying Call Information for an Account.
Review and modify as required the account’s associated contacts, addresses, affiliated contacts, account relationships, and attachments. For more information, see the following: