Recording Responses to Presentations

Complete the following procedure to record responses to presentations for calls in the Siebel Mobile application for Siebel Consumer Goods.

To record responses to presentations for calls

  1. Tap Done in the Player view when you have finished showing the presentation.

    The Feedback page opens showing the list of contacts who attended the presentation session. By default the account’s primary contact appears first. For each selected contact, a summary of the content that was presented including the time (in seconds) spent on each presentation item appears after the Contact list in thumbnail format.

  2. Capture the customer rating for each presentation item as follows:

    1. Tap the appropriate number of stars after each presentation item as required.

      The significance of each star rating is as follows:

      • One star indicates Rejected.

      • Two stars indicates Not Interested.

      • Three stars indicates Need Data.

      • Four Stars indicates Continue Discussion.

      • Five stars indicates Accepted.

      • No stars indicates No Feedback.

    2. For contact calls, capture the individual ratings for each attendee on the call as follows:

      • Tap a contact in the Contact list.

      • Tap the appropriate number of stars after each presentation item.

      For account calls, you cannot capture the individual ratings for attendees; you can capture the ratings for the account’s primary contact only.

    3. If required, tap Suspend to save all response ratings logged so far and exit the Feedback page.

    4. Tap Submit when you have recorded all feedback.

      The response ratings are logged under Presentation Details for the call. For more information, see Viewing Presentation Information for a Call.